+226.7%
GDX vs DE
+97.0%
+129.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -5.4% | -2.4% | -3.0% | -4.9% |
| 30D | +6.6% | +9.7% | -3.1% | +4.1% |
| 3M | +30.1% | +21.4% | +8.7% | +23.8% |
| 6M | -7.1% | +15.0% | -22.1% | -10.5% |
| YTD | +12.0% | +46.4% | -34.5% | +2.5% |
| 1Y | +41.2% | +45.6% | -4.4% | +29.0% |
| 3Y | +251.0% | +76.8% | +174.2% | +200.1% |
| 5Y | +226.7% | +99.4% | +127.3% | +168.5% |
| All | +226.7% | +97.0% | +129.7% | +168.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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