+169.7%
GDX vs BEN
+146.2%
+23.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +0.7% | +7.2% | -6.4% | -1.0% |
| 30D | -3.8% | +14.1% | -17.9% | -6.8% |
| 3M | -5.4% | +9.9% | -15.4% | -7.6% |
| 6M | -12.7% | +17.4% | -30.1% | -16.0% |
| YTD | -0.7% | +57.3% | -58.0% | -11.0% |
| 1Y | +11.9% | +66.9% | -55.1% | -1.1% |
| 3Y | +223.9% | +85.7% | +138.2% | +173.5% |
| 5Y | +163.2% | +31.2% | +132.0% | +136.8% |
| 10Y | +349.2% | +61.0% | +288.1% | +257.9% |
| All | +169.7% | +146.2% | +23.5% | +38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling