+189.5%
GDX vs GEN
+423.9%
-234.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +15.6% | -0.3% | +15.9% | +15.6% |
| 30D | +2.4% | +28.2% | -25.7% | -2.4% |
| 3M | +1.7% | +2.6% | -0.9% | +0.5% |
| 6M | -3.3% | +32.7% | -36.0% | -9.3% |
| YTD | +6.6% | +11.3% | -4.6% | +2.9% |
| 1Y | +27.0% | +17.9% | +9.0% | +21.2% |
| 3Y | +243.4% | +66.3% | +177.0% | +203.5% |
| 5Y | +194.2% | +31.7% | +162.5% | +166.9% |
| 10Y | +310.1% | +150.0% | +160.1% | +207.3% |
| All | +189.5% | +423.9% | -234.4% | +46.4% |
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