+226.7%
GDX vs PNC
+50.6%
+176.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.4% | -3.6% |
| 7D | -5.4% | -0.9% | -4.5% | -5.2% |
| 30D | +6.6% | -4.4% | +11.0% | +7.3% |
| 3M | +30.1% | +5.3% | +24.8% | +28.8% |
| 6M | -7.1% | +19.6% | -26.7% | -10.0% |
| YTD | +12.0% | +19.1% | -7.2% | +8.3% |
| 1Y | +41.2% | +24.3% | +16.9% | +35.7% |
| 3Y | +251.0% | +132.2% | +118.8% | +194.7% |
| 5Y | +226.7% | +52.3% | +174.4% | +180.2% |
| All | +226.7% | +50.6% | +176.1% | +180.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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