+177.3%
GDX vs GEN
+423.7%
-246.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +2.6% |
| 7D | +13.6% | +2.3% | +11.4% | +13.2% |
| 30D | +2.5% | +33.1% | -30.5% | -3.0% |
| 3M | +4.4% | +6.5% | -2.1% | +2.4% |
| 6M | -5.2% | +53.8% | -59.0% | -13.6% |
| YTD | +2.1% | +11.2% | -9.1% | -1.4% |
| 1Y | +24.7% | +19.4% | +5.3% | +18.8% |
| 3Y | +211.3% | +81.0% | +130.2% | +170.4% |
| 5Y | +186.7% | +33.4% | +153.2% | +159.3% |
| 10Y | +285.3% | +164.3% | +121.0% | +184.5% |
| All | +177.3% | +423.7% | -246.5% | +40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling