+24.8%
GDX vs DIS
+8.7%
+16.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.2% | +4.8% | +7.2% |
| 7D | +0.8% | +9.1% | -8.3% | -2.7% |
| 30D | -3.2% | +14.8% | -18.0% | -8.6% |
| 3M | +8.6% | +21.2% | -12.6% | -0.2% |
| 6M | -1.2% | +18.3% | -19.5% | -8.6% |
| YTD | -1.4% | +5.4% | -6.7% | -6.7% |
| 1Y | +24.8% | +8.3% | +16.5% | +17.3% |
| All | +24.8% | +8.7% | +16.0% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 1y: compounded portfolio wealth divided by compounded DIS 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…
1y analysis · Full analysis span regression · 6 months rolling