+291.6%
GDX vs BND
+15.0%
+276.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.8% | -2.2% |
| 7D | -5.4% | -0.9% | -4.5% | -3.6% |
| 30D | +6.6% | -1.0% | +7.5% | +8.7% |
| 3M | +30.1% | -1.2% | +31.3% | +33.6% |
| 6M | -7.1% | -2.0% | -5.1% | -2.7% |
| YTD | +12.0% | -1.2% | +13.1% | +15.4% |
| 1Y | +41.2% | -0.5% | +41.7% | +43.6% |
| 3Y | +251.0% | +12.4% | +238.6% | +183.6% |
| 5Y | +226.7% | -2.5% | +229.2% | +247.6% |
| All | +291.6% | +15.0% | +276.6% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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