+226.9%
GDX vs OPEN
-71.4%
+298.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.7% | -0.7% |
| 7D | +4.0% | +1.0% | +3.0% | +3.9% |
| 30D | +9.5% | -11.9% | +21.4% | +10.2% |
| 3M | +25.1% | -28.8% | +53.9% | +27.1% |
| 6M | -2.9% | -38.6% | +35.7% | -0.8% |
| YTD | +14.7% | -47.3% | +62.1% | +17.9% |
| 1Y | +47.4% | -49.2% | +96.6% | +49.2% |
| 3Y | +259.7% | -18.8% | +278.5% | +241.6% |
| 5Y | +227.7% | -83.6% | +311.3% | +227.8% |
| All | +226.9% | -71.4% | +298.4% | +201.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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