+185.5%
GDX vs DOC
-22.8%
+208.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.1% | +5.9% | +7.8% |
| 7D | +0.8% | +8.7% | -8.0% | -2.4% |
| 30D | -3.2% | +7.6% | -10.9% | -6.1% |
| 3M | +8.6% | -5.3% | +13.8% | +10.8% |
| 6M | -1.2% | +27.6% | -28.8% | -11.1% |
| YTD | -1.4% | +32.4% | -33.8% | -12.7% |
| 1Y | +24.8% | +22.9% | +1.9% | +13.7% |
| 3Y | +197.3% | +43.1% | +154.2% | +148.9% |
| 5Y | +185.5% | -21.4% | +206.9% | +202.6% |
| All | +185.5% | -22.8% | +208.3% | +202.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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