+171.4%
GDX vs FIX
+8,978.9%
-8,807.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -11.6% | +13.0% | +3.3% |
| 7D | +5.4% | -27.2% | +32.7% | +10.6% |
| 30D | -2.8% | -46.9% | +44.1% | +7.5% |
| 3M | +2.5% | -44.4% | +46.9% | +12.1% |
| 6M | -0.1% | -50.9% | +50.8% | +11.2% |
| YTD | 0.0% | +3.5% | -3.6% | -2.1% |
| 1Y | +22.2% | -2.1% | +24.3% | +20.6% |
| 3Y | +201.4% | +418.7% | -217.3% | +115.3% |
| 5Y | +180.6% | +894.6% | -713.9% | +76.4% |
| 10Y | +277.2% | +3,465.5% | -3,188.3% | +73.6% |
| All | +171.4% | +8,978.9% | -8,807.5% | -21.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling