+233.6%
GDX vs NI
+95.2%
+138.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.3% |
| 7D | +1.9% | +1.3% | +0.6% | +1.3% |
| 30D | +9.9% | -0.3% | +10.2% | +9.9% |
| 3M | +28.2% | -9.5% | +37.7% | +34.0% |
| 6M | -2.9% | -10.2% | +7.3% | +1.7% |
| YTD | +16.0% | +1.8% | +14.2% | +14.0% |
| 1Y | +49.9% | +5.7% | +44.2% | +44.6% |
| 3Y | +263.6% | +69.6% | +193.9% | +173.2% |
| 5Y | +233.6% | +95.8% | +137.8% | +137.4% |
| All | +233.6% | +95.2% | +138.4% | +137.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling