+227.7%
GDX vs MUB
+2.2%
+225.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | +4.0% | -0.3% | +4.2% | +4.7% |
| 30D | +9.5% | -1.5% | +11.0% | +13.9% |
| 3M | +25.1% | -1.9% | +27.0% | +31.6% |
| 6M | -2.9% | -1.7% | -1.2% | +1.9% |
| YTD | +14.7% | -0.8% | +15.5% | +18.0% |
| 1Y | +47.4% | +1.5% | +45.9% | +44.2% |
| 3Y | +259.7% | +8.8% | +250.9% | +194.8% |
| 5Y | +227.7% | +2.0% | +225.7% | +224.1% |
| All | +227.7% | +2.2% | +225.4% | +224.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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