+326.3%
GDX vs GEN
+152.9%
+173.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.5% |
| 7D | -6.8% | +2.0% | -8.9% | -7.0% |
| 30D | -2.1% | +27.7% | -29.8% | -5.0% |
| 3M | -7.5% | +3.3% | -10.8% | -8.2% |
| 6M | -15.2% | +31.8% | -47.0% | -18.3% |
| YTD | -4.8% | +13.5% | -18.3% | -7.1% |
| 1Y | +6.7% | +16.0% | -9.3% | +3.9% |
| 3Y | +212.7% | +70.6% | +142.2% | +190.1% |
| 5Y | +151.7% | +32.1% | +119.5% | +136.9% |
| All | +326.3% | +152.9% | +173.4% | +268.8% |
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