+227.7%
GDX vs ENB
+71.0%
+156.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -1.3% |
| 7D | +4.0% | -0.5% | +4.4% | +4.2% |
| 30D | +9.5% | -0.2% | +9.7% | +9.3% |
| 3M | +25.1% | -7.5% | +32.6% | +30.3% |
| 6M | -2.9% | -4.1% | +1.2% | -1.7% |
| YTD | +14.7% | +9.8% | +4.9% | +5.3% |
| 1Y | +47.4% | +8.7% | +38.7% | +36.1% |
| 3Y | +259.7% | +79.0% | +180.7% | +132.4% |
| 5Y | +227.7% | +69.1% | +158.6% | +123.7% |
| All | +227.7% | +71.0% | +156.6% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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