+214.2%
GDX vs IP
+155.8%
+58.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -2.7% |
| 7D | -0.4% | -5.3% | +4.9% | +0.8% |
| 30D | +18.6% | -10.9% | +29.5% | +21.6% |
| 3M | +14.9% | +11.2% | +3.7% | +12.0% |
| 6M | -6.3% | -10.2% | +4.0% | -4.7% |
| YTD | +15.7% | -2.0% | +17.7% | +15.0% |
| 1Y | +54.8% | -19.1% | +73.9% | +59.5% |
| 3Y | +253.4% | +20.9% | +232.6% | +222.8% |
| 5Y | +219.7% | -17.8% | +237.5% | +214.7% |
| 10Y | +300.2% | +23.5% | +276.7% | +235.7% |
| All | +214.2% | +155.8% | +58.3% | +106.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling