+163.2%
GDX vs DOW
-27.6%
+190.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.4% | -4.8% | -2.0% |
| 7D | +0.7% | -0.5% | +1.2% | +0.8% |
| 30D | -3.8% | +15.7% | -19.5% | -6.3% |
| 3M | -5.4% | +5.3% | -10.8% | -6.6% |
| 6M | -12.7% | -14.2% | +1.5% | -10.6% |
| YTD | -0.7% | +43.9% | -44.6% | -11.1% |
| 1Y | +11.9% | +53.1% | -41.2% | -1.5% |
| 3Y | +223.9% | -21.8% | +245.7% | +250.3% |
| 5Y | +163.2% | -28.3% | +191.5% | +183.7% |
| All | +163.2% | -27.6% | +190.8% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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