+158.4%
GDX vs AXTI
+1,027.8%
-869.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | 0.0% |
| 7D | -6.8% | +7.6% | -14.4% | -7.4% |
| 30D | -2.1% | -32.1% | +30.0% | -0.2% |
| 3M | -7.5% | -46.0% | +38.5% | -4.9% |
| 6M | -15.2% | -65.7% | +50.5% | -12.0% |
| YTD | -4.8% | +155.9% | -160.7% | -17.6% |
| 1Y | +6.7% | +300.8% | -294.0% | -11.0% |
| 3Y | +212.7% | +1,981.6% | -1,768.9% | +113.5% |
| 5Y | +151.7% | +359.3% | -207.6% | +89.6% |
| 10Y | +330.3% | +780.8% | -450.5% | +178.8% |
| All | +158.4% | +1,027.8% | -869.4% | +40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling