+49.9%
GDX vs ESI
+38.0%
+11.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.5% |
| 7D | +1.9% | +3.9% | -2.0% | +0.3% |
| 30D | +9.9% | -3.8% | +13.7% | +11.4% |
| 3M | +28.2% | -13.1% | +41.3% | +33.5% |
| 6M | -2.9% | +11.3% | -14.2% | -9.3% |
| YTD | +16.0% | +44.1% | -28.1% | -1.1% |
| 1Y | +49.9% | +40.3% | +9.5% | +27.8% |
| All | +49.9% | +38.0% | +11.8% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 1y: compounded portfolio wealth divided by compounded ESI 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…
1y analysis · Full analysis span regression · 6 months rolling