+319.2%
GDX vs DAL
+128.3%
+191.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.9% | -5.5% |
| 7D | +11.5% | +10.7% | +0.7% | +10.3% |
| 30D | -3.1% | +12.5% | -15.6% | -4.3% |
| 3M | -4.4% | +3.6% | -8.1% | -4.9% |
| 6M | -8.6% | +26.7% | -35.3% | -10.8% |
| YTD | +0.8% | +34.3% | -33.4% | -2.4% |
| 1Y | +14.7% | +59.1% | -44.5% | +9.4% |
| 3Y | +228.8% | +179.9% | +48.9% | +194.5% |
| 5Y | +173.4% | +119.1% | +54.2% | +146.3% |
| 10Y | +319.2% | +125.6% | +193.6% | +273.4% |
| All | +319.2% | +128.3% | +191.0% | +273.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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