+258.1%
GDX vs GIS
-35.3%
+293.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.1% |
| 7D | +1.9% | -8.6% | +10.5% | +1.9% |
| 30D | +9.9% | -0.5% | +10.4% | +9.8% |
| 3M | +28.2% | +11.9% | +16.3% | +27.8% |
| 6M | -2.9% | -11.6% | +8.7% | -2.4% |
| YTD | +16.0% | -16.3% | +32.3% | +17.1% |
| 1Y | +49.9% | -21.8% | +71.6% | +51.7% |
| All | +258.1% | -35.3% | +293.4% | +257.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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