+150.7%
GDX vs DUK
+56.0%
+94.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.8% |
| 7D | -6.8% | +1.9% | -8.7% | -7.6% |
| 30D | -2.1% | +8.9% | -11.0% | -5.9% |
| 3M | -7.5% | +5.6% | -13.1% | -9.9% |
| 6M | -15.2% | +7.0% | -22.1% | -18.4% |
| YTD | -4.8% | +14.0% | -18.9% | -11.6% |
| 1Y | +6.7% | +9.1% | -2.4% | +1.3% |
| 3Y | +212.7% | +67.6% | +145.2% | +130.2% |
| All | +150.7% | +56.0% | +94.7% | +98.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling