+301.2%
GDX vs IP
+26.3%
+274.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +2.1% |
| 7D | +13.6% | -5.1% | +18.7% | +14.3% |
| 30D | +2.5% | +8.5% | -6.0% | +1.6% |
| 3M | +4.4% | -13.8% | +18.2% | +6.0% |
| 6M | -5.2% | +5.7% | -11.0% | -5.8% |
| YTD | +2.1% | -9.1% | +11.3% | +2.5% |
| 1Y | +24.7% | -0.8% | +25.5% | +24.3% |
| 3Y | +211.3% | +14.8% | +196.5% | +201.2% |
| 5Y | +186.7% | -11.5% | +198.2% | +179.5% |
| All | +301.2% | +26.3% | +274.9% | +245.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling