+501.7%
GDX vs RACE
+670.3%
-168.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.3% | +3.7% | +1.9% |
| 7D | +5.4% | +5.7% | -0.2% | +4.2% |
| 30D | -2.8% | +9.3% | -12.1% | -4.6% |
| 3M | +2.5% | +3.8% | -1.4% | +1.8% |
| 6M | -0.1% | +29.8% | -29.9% | -5.2% |
| YTD | 0.0% | +15.6% | -15.6% | -3.2% |
| 1Y | +22.2% | +5.1% | +17.2% | +20.3% |
| 3Y | +201.4% | +30.8% | +170.6% | +179.5% |
| 5Y | +180.6% | +67.4% | +113.2% | +144.3% |
| 10Y | +277.2% | +793.6% | -516.4% | +167.6% |
| All | +501.7% | +670.3% | -168.6% | +330.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling