+194.2%
GDX vs DRI
+76.5%
+117.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +2.9% | +4.2% |
| 7D | +15.6% | +3.1% | +12.4% | +15.1% |
| 30D | +2.4% | +16.2% | -13.8% | +0.3% |
| 3M | +1.7% | +8.4% | -6.6% | +0.5% |
| 6M | -3.3% | +19.0% | -22.3% | -5.8% |
| YTD | +6.6% | +28.8% | -22.2% | +2.3% |
| 1Y | +27.0% | +33.1% | -6.2% | +21.1% |
| 3Y | +243.4% | +70.8% | +172.6% | +206.2% |
| 5Y | +194.2% | +74.2% | +119.9% | +150.4% |
| All | +194.2% | +76.5% | +117.7% | +150.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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