+173.8%
GDX vs IBN
+809.3%
-635.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.2% | -6.7% | -5.7% |
| 7D | +11.5% | +15.8% | -4.3% | +8.3% |
| 30D | -3.1% | +25.1% | -28.2% | -7.4% |
| 3M | -4.4% | +16.0% | -20.4% | -7.2% |
| 6M | -8.6% | +32.8% | -41.3% | -13.6% |
| YTD | +0.8% | +18.0% | -17.2% | -2.5% |
| 1Y | +14.7% | +15.9% | -1.2% | +11.2% |
| 3Y | +228.8% | +57.6% | +171.1% | +198.3% |
| 5Y | +173.4% | +74.7% | +98.7% | +140.8% |
| 10Y | +319.2% | +373.9% | -54.7% | +181.6% |
| All | +173.8% | +809.3% | -635.6% | +3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling