+296.0%
GDX vs BLK
+283.5%
+12.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.7% |
| 7D | -2.2% | -3.3% | +1.1% | -1.3% |
| 30D | +6.8% | -6.5% | +13.3% | +8.6% |
| 3M | +24.9% | +6.7% | +18.2% | +22.7% |
| 6M | -4.2% | +14.7% | -18.9% | -7.4% |
| YTD | +13.2% | +2.5% | +10.7% | +12.2% |
| 1Y | +40.2% | -2.8% | +43.0% | +40.7% |
| 3Y | +249.6% | +65.9% | +183.7% | +208.3% |
| 5Y | +230.4% | +33.0% | +197.4% | +197.8% |
| All | +296.0% | +283.5% | +12.5% | +250.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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