+150.7%
GDX vs DIA
+57.3%
+93.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.4% |
| 7D | -6.8% | +2.1% | -8.9% | -8.4% |
| 30D | -2.1% | +1.5% | -3.6% | -3.2% |
| 3M | -7.5% | -2.4% | -5.1% | -5.5% |
| 6M | -15.2% | +6.0% | -21.1% | -18.3% |
| YTD | -4.8% | +10.1% | -14.9% | -10.5% |
| 1Y | +6.7% | +11.8% | -5.1% | -0.6% |
| 3Y | +212.7% | +59.7% | +153.0% | +124.3% |
| All | +150.7% | +57.3% | +93.4% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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