+226.7%
GDX vs NVT
+399.9%
-173.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.3% | -3.0% |
| 7D | -5.4% | +2.0% | -7.4% | -5.8% |
| 30D | +6.6% | -7.2% | +13.7% | +8.0% |
| 3M | +30.1% | -0.9% | +31.0% | +29.5% |
| 6M | -7.1% | +42.6% | -49.7% | -13.8% |
| YTD | +12.0% | +52.9% | -40.9% | +2.8% |
| 1Y | +41.2% | +64.5% | -23.3% | +28.1% |
| 3Y | +251.0% | +178.0% | +73.0% | +185.2% |
| 5Y | +226.7% | +402.8% | -176.0% | +134.7% |
| All | +226.7% | +399.9% | -173.2% | +134.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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