+194.2%
GDX vs MDT
-2.0%
+196.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.4% | +4.1% |
| 7D | +15.6% | +3.5% | +12.0% | +14.5% |
| 30D | +2.4% | +16.2% | -13.7% | -1.8% |
| 3M | +1.7% | +18.9% | -17.2% | -3.3% |
| 6M | -3.3% | +37.3% | -40.6% | -12.4% |
| YTD | +6.6% | +9.7% | -3.1% | +3.7% |
| 1Y | +27.0% | +15.2% | +11.8% | +21.6% |
| 3Y | +243.4% | +61.8% | +181.6% | +191.7% |
| 5Y | +194.2% | -1.4% | +195.6% | +179.7% |
| All | +194.2% | -2.0% | +196.2% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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