+227.7%
GDX vs IBN
+56.7%
+170.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.7% | -0.3% |
| 7D | +4.0% | -2.2% | +6.1% | +4.5% |
| 30D | +9.5% | -2.3% | +11.8% | +10.1% |
| 3M | +25.1% | +15.9% | +9.2% | +21.1% |
| 6M | -2.9% | +5.6% | -8.5% | -4.3% |
| YTD | +14.7% | -0.1% | +14.8% | +14.1% |
| 1Y | +47.4% | -6.5% | +54.0% | +48.0% |
| 3Y | +259.7% | +29.3% | +230.4% | +238.9% |
| 5Y | +227.7% | +56.6% | +171.1% | +208.1% |
| All | +227.7% | +56.7% | +170.9% | +208.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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