+227.7%
GDX vs AVTR
-63.6%
+291.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.7% | -1.1% |
| 7D | +4.0% | +7.4% | -3.4% | +3.0% |
| 30D | +9.5% | +12.2% | -2.7% | +7.9% |
| 3M | +25.1% | +57.4% | -32.3% | +17.5% |
| 6M | -2.9% | +86.7% | -89.6% | -10.8% |
| YTD | +14.7% | +33.1% | -18.3% | +9.2% |
| 1Y | +47.4% | +16.1% | +31.3% | +41.2% |
| 3Y | +259.7% | -24.6% | +284.3% | +263.3% |
| 5Y | +227.7% | -63.5% | +291.1% | +239.9% |
| All | +227.7% | -63.6% | +291.2% | +239.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 5y: compounded portfolio wealth divided by compounded AVTR 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…
5y analysis · Full analysis span regression · 6 months rolling