+150.7%
GDX vs AXTI
+352.8%
-202.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | 0.0% |
| 7D | -6.8% | +7.6% | -14.4% | -7.3% |
| 30D | -2.1% | -32.1% | +30.0% | -0.5% |
| 3M | -7.5% | -46.0% | +38.5% | -5.3% |
| 6M | -15.2% | -65.7% | +50.5% | -12.6% |
| YTD | -4.8% | +155.9% | -160.7% | -15.1% |
| 1Y | +6.7% | +300.8% | -294.0% | -7.8% |
| 3Y | +212.7% | +1,981.6% | -1,768.9% | +128.9% |
| All | +150.7% | +352.8% | -202.1% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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