+296.0%
GDX vs DUK
+129.4%
+166.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.2% | -0.7% | -1.5% | -1.9% |
| 30D | +6.8% | -2.4% | +9.2% | +7.7% |
| 3M | +24.9% | -3.0% | +27.9% | +26.0% |
| 6M | -4.2% | -6.6% | +2.3% | -2.2% |
| YTD | +13.2% | +4.6% | +8.7% | +10.6% |
| 1Y | +40.2% | +1.2% | +39.0% | +38.4% |
| 3Y | +249.6% | +45.7% | +203.9% | +198.8% |
| 5Y | +230.4% | +40.3% | +190.1% | +185.8% |
| All | +296.0% | +129.4% | +166.6% | +173.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling