+227.7%
GDX vs O
+14.8%
+212.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | +4.0% | -0.6% | +4.5% | +4.3% |
| 30D | +9.5% | -2.0% | +11.4% | +10.6% |
| 3M | +25.1% | +3.0% | +22.1% | +22.7% |
| 6M | -2.9% | -3.6% | +0.7% | -1.4% |
| YTD | +14.7% | +12.1% | +2.7% | +7.8% |
| 1Y | +47.4% | +8.9% | +38.5% | +40.4% |
| 3Y | +259.7% | +30.3% | +229.4% | +208.7% |
| 5Y | +227.7% | +13.7% | +213.9% | +200.0% |
| All | +227.7% | +14.8% | +212.9% | +200.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling