+326.3%
GDX vs RACE
+729.2%
-402.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.6% |
| 7D | -6.8% | -1.2% | -5.6% | -6.5% |
| 30D | -2.1% | +6.1% | -8.2% | -3.4% |
| 3M | -7.5% | -0.3% | -7.2% | -7.3% |
| 6M | -15.2% | +23.4% | -38.6% | -18.9% |
| YTD | -4.8% | +12.5% | -17.3% | -7.5% |
| 1Y | +6.7% | -0.5% | +7.2% | +6.2% |
| 3Y | +212.7% | +23.6% | +189.1% | +191.4% |
| 5Y | +151.7% | +65.4% | +86.2% | +116.5% |
| All | +326.3% | +729.2% | -402.9% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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