+212.7%
GDX vs GEN
+67.9%
+144.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.6% |
| 7D | -6.8% | +2.0% | -8.9% | -7.1% |
| 30D | -2.1% | +27.7% | -29.8% | -5.5% |
| 3M | -7.5% | +3.3% | -10.8% | -7.9% |
| 6M | -15.2% | +31.8% | -47.0% | -19.4% |
| YTD | -4.8% | +13.5% | -18.3% | -7.2% |
| 1Y | +6.7% | +16.0% | -9.3% | +3.6% |
| 3Y | +212.7% | +70.6% | +142.2% | +143.3% |
| All | +212.7% | +67.9% | +144.8% | +143.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling