-15.2%
GDX vs DUK
+6.9%
-22.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | +0.1% |
| 7D | -6.8% | +1.9% | -8.7% | -6.4% |
| 30D | -2.1% | +8.9% | -11.0% | +0.5% |
| 3M | -7.5% | +5.6% | -13.1% | -6.6% |
| 6M | -15.2% | +7.0% | -22.1% | -13.1% |
| All | -15.2% | +6.9% | -22.1% | -13.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling