+173.8%
GDX vs O
+701.3%
-527.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.5% |
| 7D | +11.5% | +3.5% | +7.9% | +10.5% |
| 30D | -3.1% | +10.4% | -13.5% | -5.7% |
| 3M | -4.4% | -2.4% | -2.0% | -3.8% |
| 6M | -8.6% | -1.2% | -7.4% | -8.5% |
| YTD | +0.8% | +10.4% | -9.6% | -2.0% |
| 1Y | +14.7% | +11.4% | +3.2% | +11.1% |
| 3Y | +228.8% | +40.4% | +188.4% | +199.4% |
| 5Y | +173.4% | +12.1% | +161.2% | +163.0% |
| 10Y | +319.2% | +82.7% | +236.5% | +237.2% |
| All | +173.8% | +701.3% | -527.6% | +17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling