+153.6%
GDX vs BUD
+222.5%
-68.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.1% | -6.6% | -5.7% |
| 7D | +11.5% | +6.0% | +5.4% | +9.9% |
| 30D | -3.1% | +11.3% | -14.4% | -5.7% |
| 3M | -4.4% | +3.6% | -8.0% | -5.4% |
| 6M | -8.6% | +7.7% | -16.3% | -10.7% |
| YTD | +0.8% | +36.4% | -35.5% | -7.1% |
| 1Y | +14.7% | +37.8% | -23.2% | +5.3% |
| 3Y | +228.8% | +51.2% | +177.5% | +194.0% |
| 5Y | +173.4% | +53.4% | +120.0% | +140.8% |
| 10Y | +319.2% | -3.2% | +322.4% | +299.7% |
| All | +153.6% | +222.5% | -68.9% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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