+227.7%
GDX vs GSK
+46.9%
+180.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.1% |
| 7D | +4.0% | -4.2% | +8.1% | +5.2% |
| 30D | +9.5% | -7.5% | +17.0% | +11.8% |
| 3M | +25.1% | -3.3% | +28.4% | +26.0% |
| 6M | -2.9% | -9.3% | +6.4% | -0.4% |
| YTD | +14.7% | +1.6% | +13.1% | +14.0% |
| 1Y | +47.4% | +25.5% | +21.9% | +37.9% |
| 3Y | +259.7% | +49.3% | +210.4% | +208.6% |
| 5Y | +227.7% | +46.7% | +181.0% | +172.7% |
| All | +227.7% | +46.9% | +180.8% | +172.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 5y: compounded portfolio wealth divided by compounded GSK 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…
5y analysis · Full analysis span regression · 6 months rolling