+319.2%
GDX vs GEN
+151.0%
+168.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.7% | -6.1% | -5.5% |
| 7D | +11.5% | +1.0% | +10.4% | +11.3% |
| 30D | -3.1% | +29.1% | -32.2% | -6.1% |
| 3M | -4.4% | +2.9% | -7.3% | -5.1% |
| 6M | -8.6% | +33.6% | -42.2% | -12.2% |
| YTD | +0.8% | +12.0% | -11.2% | -1.4% |
| 1Y | +14.7% | +16.2% | -1.5% | +11.6% |
| 3Y | +228.8% | +65.1% | +163.7% | +206.0% |
| 5Y | +173.4% | +33.3% | +140.1% | +157.3% |
| 10Y | +319.2% | +149.7% | +169.6% | +261.1% |
| All | +319.2% | +151.0% | +168.3% | +261.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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