+24.8%
GDX vs MRSH
+20.0%
+4.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.3% | +5.7% | +10.3% |
| 7D | +0.8% | +9.4% | -8.6% | +4.5% |
| 30D | -3.2% | +23.4% | -26.7% | +5.6% |
| 3M | +8.6% | +9.9% | -1.3% | +12.7% |
| 6M | -1.2% | +26.0% | -27.3% | +10.1% |
| YTD | -1.4% | +15.2% | -16.6% | +8.1% |
| 1Y | +24.8% | +18.4% | +6.4% | +37.8% |
| All | +24.8% | +20.0% | +4.8% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling