+315.3%
GDX vs EMB
+29.7%
+285.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.4% |
| 7D | +1.9% | 0.0% | +1.9% | +1.9% |
| 30D | +9.9% | -0.3% | +10.2% | +10.4% |
| 3M | +28.2% | -0.3% | +28.5% | +29.0% |
| 6M | -2.9% | +0.7% | -3.6% | -2.9% |
| YTD | +16.0% | +1.3% | +14.7% | +15.2% |
| 1Y | +49.9% | +4.7% | +45.2% | +42.6% |
| 3Y | +263.6% | +30.1% | +233.5% | +163.2% |
| 5Y | +233.6% | +6.9% | +226.7% | +209.0% |
| 10Y | +315.3% | +30.7% | +284.6% | +164.0% |
| All | +315.3% | +29.7% | +285.6% | +164.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling