+214.2%
GDX vs PH
+2,475.5%
-2,261.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -0.4% | -3.1% | +2.7% | +0.5% |
| 30D | +18.6% | -3.2% | +21.9% | +19.5% |
| 3M | +14.9% | +10.6% | +4.3% | +11.6% |
| 6M | -6.3% | -2.1% | -4.1% | -5.8% |
| YTD | +15.7% | +10.2% | +5.5% | +12.7% |
| 1Y | +54.8% | +28.2% | +26.6% | +44.6% |
| 3Y | +253.4% | +134.9% | +118.6% | +174.3% |
| 5Y | +219.7% | +253.6% | -34.0% | +117.5% |
| 10Y | +300.2% | +804.7% | -504.5% | +84.7% |
| All | +214.2% | +2,475.5% | -2,261.3% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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