+227.7%
GDX vs BEN
+42.4%
+185.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.8% |
| 7D | +4.0% | +4.7% | -0.7% | +2.7% |
| 30D | +9.5% | +2.6% | +6.9% | +8.8% |
| 3M | +25.1% | +11.5% | +13.6% | +21.8% |
| 6M | -2.9% | +35.3% | -38.3% | -9.6% |
| YTD | +14.7% | +48.6% | -33.9% | +4.4% |
| 1Y | +47.4% | +46.7% | +0.7% | +34.3% |
| 3Y | +259.7% | +57.0% | +202.7% | +217.8% |
| 5Y | +227.7% | +41.8% | +185.8% | +176.4% |
| All | +227.7% | +42.4% | +185.3% | +176.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling