+310.1%
GDX vs QLD
+1,470.2%
-1,160.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.8% | -2.4% | +3.1% |
| 7D | +15.6% | -1.4% | +17.0% | +15.6% |
| 30D | +2.4% | -19.6% | +22.0% | +6.5% |
| 3M | +1.7% | -14.1% | +15.9% | +4.5% |
| 6M | -3.3% | -13.6% | +10.3% | -0.9% |
| YTD | +6.6% | +12.5% | -5.9% | +4.7% |
| 1Y | +27.0% | +13.1% | +13.8% | +24.5% |
| 3Y | +243.4% | +154.7% | +88.7% | +192.9% |
| 5Y | +194.2% | +81.1% | +113.1% | +150.1% |
| 10Y | +310.1% | +1,418.0% | -1,107.8% | +142.5% |
| All | +310.1% | +1,470.2% | -1,160.1% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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