+214.2%
GDX vs MDY
+542.5%
-328.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +18.6% | -1.5% | +20.1% | +19.6% |
| 3M | +14.9% | +0.8% | +14.1% | +14.8% |
| 6M | -6.3% | +7.4% | -13.7% | -9.0% |
| YTD | +15.7% | +15.2% | +0.5% | +8.6% |
| 1Y | +54.8% | +16.5% | +38.3% | +44.5% |
| 3Y | +253.4% | +46.8% | +206.7% | +190.9% |
| 5Y | +219.7% | +46.0% | +173.6% | +160.6% |
| 10Y | +300.2% | +172.1% | +128.1% | +119.9% |
| All | +214.2% | +542.5% | -328.4% | -14.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling