+40.2%
GDX vs AZN
+0.1%
+40.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -2.2% | -1.6% | -0.6% | -1.7% |
| 30D | +6.8% | +1.1% | +5.7% | +6.6% |
| 3M | +24.9% | -12.1% | +37.1% | +28.5% |
| 6M | -4.2% | -17.1% | +12.9% | +0.4% |
| YTD | +13.2% | -12.0% | +25.2% | +18.7% |
| 1Y | +40.2% | -0.2% | +40.4% | +46.1% |
| All | +40.2% | +0.1% | +40.1% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 1y: compounded portfolio wealth divided by compounded AZN 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…
1y analysis · Full analysis span regression · 6 months rolling