+194.2%
GDX vs MUB
+3.4%
+190.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.3% | +4.2% |
| 7D | +15.6% | +1.0% | +14.5% | +12.8% |
| 30D | +2.4% | +3.9% | -1.4% | -6.7% |
| 3M | +1.7% | -0.4% | +2.1% | +2.9% |
| 6M | -3.3% | -0.6% | -2.8% | -1.4% |
| YTD | +6.6% | +0.4% | +6.2% | +6.7% |
| 1Y | +27.0% | +0.8% | +26.1% | +25.8% |
| 3Y | +243.4% | +11.3% | +232.0% | +164.8% |
| 5Y | +194.2% | +3.4% | +190.8% | +163.3% |
| All | +194.2% | +3.4% | +190.8% | +163.3% |
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