+40.2%
GDX vs DUK
+1.9%
+38.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.2% | -0.7% | -1.5% | -2.2% |
| 30D | +6.8% | -2.4% | +9.2% | +6.5% |
| 3M | +24.9% | -3.0% | +27.9% | +24.5% |
| 6M | -4.2% | -6.6% | +2.3% | -3.8% |
| YTD | +13.2% | +4.6% | +8.7% | +14.4% |
| 1Y | +40.2% | +1.2% | +39.0% | +38.9% |
| All | +40.2% | +1.9% | +38.3% | +38.9% |
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