+152.3%
GDX vs DIS
-25.4%
+177.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.7% |
| 7D | -4.6% | +0.9% | -5.4% | -4.7% |
| 30D | -6.2% | +8.9% | -15.1% | -8.0% |
| 3M | -10.0% | +14.5% | -24.6% | -12.8% |
| 6M | -15.8% | +12.2% | -28.0% | -18.1% |
| YTD | -4.6% | +4.7% | -9.3% | -6.2% |
| 1Y | +4.0% | +2.8% | +1.2% | +2.5% |
| 3Y | +211.1% | +38.1% | +172.9% | +178.6% |
| 5Y | +152.3% | -23.6% | +175.9% | +130.6% |
| All | +152.3% | -25.4% | +177.7% | +130.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling