+233.6%
GDX vs FND
-61.3%
+294.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.2% |
| 7D | +1.9% | -0.8% | +2.7% | +2.0% |
| 30D | +9.9% | -19.6% | +29.5% | +13.5% |
| 3M | +28.2% | -4.3% | +32.5% | +28.6% |
| 6M | -2.9% | -20.4% | +17.5% | -0.3% |
| YTD | +16.0% | -21.9% | +37.8% | +19.2% |
| 1Y | +49.9% | -45.2% | +95.1% | +60.5% |
| 3Y | +263.6% | -49.2% | +312.8% | +285.9% |
| 5Y | +233.6% | -61.8% | +295.4% | +228.5% |
| All | +233.6% | -61.3% | +294.8% | +228.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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