+211.5%
GDX vs AU
+199.0%
+12.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.3% | -0.1% |
| 7D | +4.0% | -0.3% | +4.2% | +4.2% |
| 30D | +9.5% | +12.8% | -3.3% | +0.9% |
| 3M | +25.1% | +28.5% | -3.4% | +5.6% |
| 6M | -2.9% | +4.8% | -7.8% | -6.6% |
| YTD | +14.7% | +31.0% | -16.2% | -4.9% |
| 1Y | +47.4% | +81.4% | -34.0% | -2.2% |
| 3Y | +259.7% | +618.4% | -358.7% | -11.6% |
| 5Y | +227.7% | +686.3% | -458.7% | -28.1% |
| 10Y | +289.0% | +664.5% | -375.6% | -26.7% |
| All | +211.5% | +199.0% | +12.5% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling