+150.7%
GDX vs MSCI
+6.7%
+144.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -0.5% |
| 7D | -6.8% | +3.0% | -9.8% | -7.3% |
| 30D | -2.1% | +17.8% | -19.9% | -5.0% |
| 3M | -7.5% | +15.2% | -22.7% | -10.0% |
| 6M | -15.2% | +16.5% | -31.6% | -18.0% |
| YTD | -4.8% | +16.4% | -21.2% | -8.5% |
| 1Y | +6.7% | +16.8% | -10.1% | +2.5% |
| 3Y | +212.7% | +35.8% | +177.0% | +181.9% |
| All | +150.7% | +6.7% | +144.1% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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