+24.8%
GDX vs DOCS
-47.4%
+72.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +6.3% | +2.7% | +8.6% |
| 7D | +0.8% | +1.2% | -0.5% | +0.6% |
| 30D | -3.2% | +21.3% | -24.5% | -4.0% |
| 3M | +8.6% | +58.4% | -49.8% | +6.0% |
| 6M | -1.2% | +39.3% | -40.5% | -3.3% |
| YTD | -1.4% | -21.7% | +20.3% | -2.6% |
| 1Y | +24.8% | -47.3% | +72.1% | +21.9% |
| All | +24.8% | -47.4% | +72.2% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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