+296.0%
GDX vs NI
+143.3%
+152.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +6.8% | -1.4% | +8.1% | +7.1% |
| 3M | +24.9% | -10.6% | +35.5% | +29.0% |
| 6M | -4.2% | -9.3% | +5.1% | -1.6% |
| YTD | +13.2% | +1.1% | +12.1% | +12.5% |
| 1Y | +40.2% | +3.4% | +36.8% | +38.4% |
| 3Y | +249.6% | +67.9% | +181.7% | +199.6% |
| 5Y | +230.4% | +98.0% | +132.4% | +173.4% |
| All | +296.0% | +143.3% | +152.7% | +177.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling