+291.6%
GDX vs BEN
+56.7%
+234.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.1% | -3.2% |
| 7D | -5.4% | +0.3% | -5.7% | -5.5% |
| 30D | +6.6% | +0.9% | +5.7% | +6.4% |
| 3M | +30.1% | +9.2% | +20.9% | +28.2% |
| 6M | -7.1% | +36.8% | -43.9% | -11.7% |
| YTD | +12.0% | +44.4% | -32.4% | +5.3% |
| 1Y | +41.2% | +45.8% | -4.6% | +32.4% |
| 3Y | +251.0% | +52.5% | +198.5% | +223.0% |
| 5Y | +226.7% | +37.7% | +189.1% | +199.6% |
| All | +291.6% | +56.7% | +234.9% | +228.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling