+263.6%
GDX vs GEN
+61.9%
+201.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -1.8% |
| 7D | -0.4% | -1.2% | +0.8% | -0.2% |
| 30D | +18.6% | +10.1% | +8.5% | +16.7% |
| 3M | +14.9% | +16.1% | -1.2% | +11.9% |
| 6M | -6.3% | +38.9% | -45.1% | -11.8% |
| YTD | +15.7% | +14.4% | +1.3% | +12.6% |
| 1Y | +54.8% | +5.9% | +49.0% | +52.7% |
| All | +263.6% | +61.9% | +201.7% | +233.8% |
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 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