+208.9%
GDX vs DOCS
-36.0%
+244.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -2.0% |
| 7D | -0.4% | -1.4% | +1.0% | -0.3% |
| 30D | +18.6% | +21.8% | -3.2% | +16.8% |
| 3M | +14.9% | +27.3% | -12.4% | +12.8% |
| 6M | -6.3% | -0.3% | -5.9% | -6.9% |
| YTD | +15.7% | -40.5% | +56.2% | +18.4% |
| 1Y | +54.8% | -61.5% | +116.4% | +62.7% |
| 3Y | +253.4% | +8.2% | +245.3% | +234.7% |
| 5Y | +219.7% | -73.4% | +293.1% | +213.0% |
| All | +208.9% | -36.0% | +244.9% | +192.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling