+228.9%
GDX vs MPWR
+153.3%
+75.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.3% |
| 7D | -0.4% | -2.6% | +2.2% | +0.1% |
| 30D | +18.6% | -9.0% | +27.7% | +20.6% |
| 3M | +14.9% | -25.8% | +40.7% | +20.4% |
| 6M | -6.3% | +11.8% | -18.0% | -8.4% |
| YTD | +15.7% | +35.5% | -19.8% | +9.9% |
| 1Y | +54.8% | +45.3% | +9.5% | +45.4% |
| 3Y | +253.4% | +138.5% | +115.0% | +195.2% |
| All | +228.9% | +153.3% | +75.6% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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