+310.1%
GDX vs FIX
+4,032.2%
-3,722.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +9.4% | -5.0% | +3.2% |
| 7D | +15.6% | -7.2% | +22.8% | +16.0% |
| 30D | +2.4% | -35.1% | +37.6% | +7.6% |
| 3M | +1.7% | -34.3% | +36.0% | +6.5% |
| 6M | -3.3% | -42.9% | +39.6% | +2.7% |
| YTD | +6.6% | +19.5% | -12.8% | +4.3% |
| 1Y | +27.0% | +16.8% | +10.2% | +24.4% |
| 3Y | +243.4% | +506.7% | -263.3% | +182.0% |
| 5Y | +194.2% | +1,046.7% | -852.5% | +128.4% |
| 10Y | +310.1% | +3,800.0% | -3,489.8% | +250.1% |
| All | +310.1% | +4,032.2% | -3,722.0% | +250.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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