+326.3%
GDX vs O
+80.9%
+245.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -6.8% | -0.4% | -6.4% | -6.7% |
| 30D | -2.1% | +7.1% | -9.2% | -4.1% |
| 3M | -7.5% | -5.2% | -2.3% | -6.1% |
| 6M | -15.2% | -1.8% | -13.4% | -14.9% |
| YTD | -4.8% | +9.1% | -13.9% | -7.3% |
| 1Y | +6.7% | +9.7% | -3.0% | +3.7% |
| 3Y | +212.7% | +39.1% | +173.6% | +184.5% |
| 5Y | +151.7% | +8.4% | +143.3% | +142.9% |
| All | +326.3% | +80.9% | +245.4% | +228.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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