+227.7%
GDX vs GE
+434.8%
-207.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +4.0% | +1.2% | +2.8% | +3.6% |
| 30D | +9.5% | -9.5% | +19.0% | +12.1% |
| 3M | +25.1% | +4.1% | +21.0% | +23.3% |
| 6M | -2.9% | +3.9% | -6.9% | -4.6% |
| YTD | +14.7% | +9.0% | +5.7% | +11.3% |
| 1Y | +47.4% | +21.9% | +25.5% | +39.2% |
| 3Y | +259.7% | +281.8% | -22.1% | +154.2% |
| 5Y | +227.7% | +436.7% | -209.1% | +92.4% |
| All | +227.7% | +434.8% | -207.1% | +92.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling