+228.9%
GDX vs CI
+42.7%
+186.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.1% |
| 7D | -0.4% | +1.3% | -1.7% | -0.5% |
| 30D | +18.6% | +4.4% | +14.2% | +18.2% |
| 3M | +14.9% | +0.7% | +14.2% | +14.7% |
| 6M | -6.3% | +0.3% | -6.6% | -6.5% |
| YTD | +15.7% | +3.8% | +11.9% | +15.3% |
| 1Y | +54.8% | -5.5% | +60.3% | +55.0% |
| 3Y | +253.4% | +8.1% | +245.3% | +243.7% |
| All | +228.9% | +42.7% | +186.2% | +199.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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