+194.2%
GDX vs ED
+82.1%
+112.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.5% |
| 7D | +15.6% | -0.1% | +15.6% | +15.6% |
| 30D | +2.4% | +11.6% | -9.1% | -1.2% |
| 3M | +1.7% | +10.5% | -8.8% | -1.6% |
| 6M | -3.3% | +13.2% | -16.5% | -7.7% |
| YTD | +6.6% | +22.1% | -15.5% | -1.7% |
| 1Y | +27.0% | +24.2% | +2.8% | +16.0% |
| 3Y | +243.4% | +46.9% | +196.5% | +183.8% |
| 5Y | +194.2% | +80.8% | +113.4% | +141.1% |
| All | +194.2% | +82.1% | +112.1% | +141.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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