+152.3%
GDX vs INTU
-42.1%
+194.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.2% | -3.9% |
| 7D | -4.6% | -4.1% | -0.4% | -4.1% |
| 30D | -6.2% | +12.8% | -19.0% | -7.6% |
| 3M | -10.0% | +2.1% | -12.1% | -10.5% |
| 6M | -15.8% | -11.5% | -4.3% | -15.2% |
| YTD | -4.6% | -47.9% | +43.3% | +5.1% |
| 1Y | +4.0% | -47.7% | +51.7% | +14.4% |
| 3Y | +211.1% | -34.0% | +245.0% | +220.6% |
| 5Y | +152.3% | -43.5% | +195.8% | +142.5% |
| All | +152.3% | -42.1% | +194.3% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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