+292.7%
GDX vs LIN
+430.4%
-137.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.0% | +1.6% |
| 7D | +5.4% | +3.6% | +1.8% | +4.4% |
| 30D | -2.8% | +6.4% | -9.2% | -4.5% |
| 3M | +2.5% | +6.5% | -4.0% | +0.6% |
| 6M | -0.1% | +4.9% | -4.9% | -1.5% |
| YTD | 0.0% | +23.4% | -23.5% | -5.9% |
| 1Y | +22.2% | +26.3% | -4.1% | +14.2% |
| 3Y | +201.4% | +38.0% | +163.4% | +175.0% |
| 5Y | +180.6% | +68.0% | +112.6% | +141.8% |
| All | +292.7% | +430.4% | -137.7% | +204.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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