+291.6%
GDX vs MDY
+175.0%
+116.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.5% | -3.1% |
| 7D | -5.4% | -2.5% | -2.9% | -4.4% |
| 30D | +6.6% | -5.0% | +11.6% | +8.9% |
| 3M | +30.1% | +0.5% | +29.6% | +30.1% |
| 6M | -7.1% | +8.0% | -15.1% | -9.3% |
| YTD | +12.0% | +12.2% | -0.2% | +8.0% |
| 1Y | +41.2% | +14.0% | +27.2% | +35.5% |
| 3Y | +251.0% | +48.2% | +202.8% | +206.2% |
| 5Y | +226.7% | +46.1% | +180.7% | +183.5% |
| All | +291.6% | +175.0% | +116.7% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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