+152.3%
GDX vs D
+12.4%
+139.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.1% | -3.7% |
| 7D | -4.6% | -3.1% | -1.5% | -3.5% |
| 30D | -6.2% | +8.4% | -14.6% | -8.9% |
| 3M | -10.0% | +0.2% | -10.2% | -10.2% |
| 6M | -15.8% | +9.5% | -25.2% | -18.8% |
| YTD | -4.6% | +18.8% | -23.4% | -10.8% |
| 1Y | +4.0% | +14.7% | -10.7% | -1.7% |
| 3Y | +211.1% | +72.9% | +138.1% | +145.3% |
| 5Y | +152.3% | +13.1% | +139.1% | +145.4% |
| All | +152.3% | +12.4% | +139.9% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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