+226.7%
GDX vs MDY
+43.9%
+182.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.5% | -2.9% |
| 7D | -5.4% | -2.5% | -2.9% | -3.9% |
| 30D | +6.6% | -5.0% | +11.6% | +10.1% |
| 3M | +30.1% | +0.5% | +29.6% | +30.1% |
| 6M | -7.1% | +8.0% | -15.1% | -10.4% |
| YTD | +12.0% | +12.2% | -0.2% | +6.1% |
| 1Y | +41.2% | +14.0% | +27.2% | +32.8% |
| 3Y | +251.0% | +48.2% | +202.8% | +183.7% |
| 5Y | +226.7% | +46.1% | +180.7% | +158.3% |
| All | +226.7% | +43.9% | +182.8% | +158.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling