+24.8%
GDX vs DUK
+7.9%
+16.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.4% | +6.6% | +9.1% |
| 7D | +0.8% | +4.9% | -4.1% | +1.2% |
| 30D | -3.2% | +13.8% | -17.1% | -2.4% |
| 3M | +8.6% | +5.2% | +3.4% | +8.9% |
| 6M | -1.2% | +3.5% | -4.7% | -0.6% |
| YTD | -1.4% | +13.5% | -14.8% | +0.5% |
| 1Y | +24.8% | +8.3% | +16.5% | +27.7% |
| All | +24.8% | +7.9% | +16.9% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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