+157.9%
GDX vs GNRC
+2,120.5%
-1,962.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.0% |
| 7D | +4.0% | +4.8% | -0.9% | +3.3% |
| 30D | +9.5% | -10.4% | +19.8% | +10.9% |
| 3M | +25.1% | -28.5% | +53.6% | +29.9% |
| 6M | -2.9% | -6.8% | +3.8% | -2.6% |
| YTD | +14.7% | +39.5% | -24.7% | +9.7% |
| 1Y | +47.4% | +3.4% | +44.0% | +45.4% |
| 3Y | +259.7% | +65.1% | +194.5% | +230.9% |
| 5Y | +227.7% | -57.1% | +284.7% | +233.3% |
| 10Y | +289.0% | +432.5% | -143.5% | +201.4% |
| All | +157.9% | +2,120.5% | -1,962.6% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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