+8.3%
GDX vs MSFU
-13.8%
+22.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.8% | +3.3% | -0.7% |
| 7D | +0.7% | -12.7% | +13.4% | +2.8% |
| 30D | -3.8% | -9.0% | +5.2% | -2.6% |
| 3M | -5.4% | +2.9% | -8.4% | -5.9% |
| 6M | -12.7% | +43.5% | -56.2% | -17.5% |
| YTD | -0.7% | -2.4% | +1.8% | +0.2% |
| All | +8.3% | -13.8% | +22.1% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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