+163.2%
GDX vs RACE
+68.9%
+94.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +0.7% | -3.9% | +4.6% | +2.0% |
| 30D | -3.8% | +6.8% | -10.6% | -5.6% |
| 3M | -5.4% | +1.3% | -6.8% | -5.7% |
| 6M | -12.7% | +26.3% | -39.0% | -18.3% |
| YTD | -0.7% | +13.8% | -14.5% | -4.8% |
| 1Y | +11.9% | -0.5% | +12.3% | +10.9% |
| 3Y | +223.9% | +25.6% | +198.3% | +184.7% |
| 5Y | +163.2% | +67.6% | +95.6% | +95.7% |
| All | +163.2% | +68.9% | +94.3% | +95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling