+211.5%
GDX vs EQT
+284.0%
-72.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | +4.0% | -0.8% | +4.8% | +4.1% |
| 30D | +9.5% | +6.6% | +2.8% | +8.0% |
| 3M | +25.1% | +4.4% | +20.7% | +23.7% |
| 6M | -2.9% | -10.5% | +7.6% | -1.2% |
| YTD | +14.7% | +3.7% | +11.0% | +13.0% |
| 1Y | +47.4% | +9.9% | +37.5% | +43.2% |
| 3Y | +259.7% | +35.4% | +224.3% | +228.2% |
| 5Y | +227.7% | +189.2% | +38.5% | +145.4% |
| 10Y | +289.0% | +50.7% | +238.3% | +220.6% |
| All | +211.5% | +284.0% | -72.5% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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