+227.7%
GDX vs DIA
+64.1%
+163.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.3% | 0.0% |
| 7D | +4.0% | +0.1% | +3.9% | +4.0% |
| 30D | +9.5% | -2.1% | +11.5% | +11.3% |
| 3M | +25.1% | +4.2% | +20.9% | +21.7% |
| 6M | -2.9% | +11.9% | -14.8% | -9.9% |
| YTD | +14.7% | +10.8% | +3.9% | +7.4% |
| 1Y | +47.4% | +17.5% | +29.9% | +33.0% |
| 3Y | +259.7% | +59.9% | +199.7% | +160.3% |
| 5Y | +227.7% | +64.1% | +163.5% | +125.2% |
| All | +227.7% | +64.1% | +163.6% | +125.2% |
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