+214.2%
GDX vs DUK
+521.4%
-307.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.8% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | +18.6% | -1.7% | +20.3% | +19.3% |
| 3M | +14.9% | -0.4% | +15.3% | +14.5% |
| 6M | -6.3% | -7.2% | +1.0% | -3.8% |
| YTD | +15.7% | +5.3% | +10.5% | +12.5% |
| 1Y | +54.8% | +3.0% | +51.9% | +51.6% |
| 3Y | +253.4% | +53.1% | +200.4% | +192.5% |
| 5Y | +219.7% | +37.9% | +181.7% | +174.7% |
| 10Y | +300.2% | +124.8% | +175.4% | +169.8% |
| All | +214.2% | +521.4% | -307.2% | +28.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling