+319.2%
GDX vs GE
+162.3%
+157.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.7% | -6.1% | -5.5% |
| 7D | +11.5% | +5.4% | +6.1% | +10.9% |
| 30D | -3.1% | +9.6% | -12.8% | -4.0% |
| 3M | -4.4% | -7.7% | +3.3% | -3.9% |
| 6M | -8.6% | +14.0% | -22.6% | -9.8% |
| YTD | +0.8% | +10.2% | -9.3% | -0.3% |
| 1Y | +14.7% | +8.9% | +5.8% | +13.5% |
| 3Y | +228.8% | +273.7% | -44.9% | +203.1% |
| 5Y | +173.4% | +410.2% | -236.8% | +144.8% |
| 10Y | +319.2% | +157.4% | +161.8% | +254.2% |
| All | +319.2% | +162.3% | +157.0% | +254.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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