+227.7%
GDX vs MDT
-19.6%
+247.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.3% |
| 7D | +4.0% | +0.4% | +3.6% | +3.8% |
| 30D | +9.5% | +6.0% | +3.5% | +7.6% |
| 3M | +25.1% | +15.5% | +9.6% | +19.5% |
| 6M | -2.9% | +3.4% | -6.3% | -3.9% |
| YTD | +14.7% | -2.2% | +16.9% | +15.3% |
| 1Y | +47.4% | +2.6% | +44.8% | +45.7% |
| 3Y | +259.7% | +27.5% | +232.2% | +228.7% |
| 5Y | +227.7% | -20.1% | +247.7% | +218.9% |
| All | +227.7% | -19.6% | +247.3% | +218.9% |
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