+327.3%
GDX vs RBA
+204.3%
+123.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.7% |
| 7D | -4.6% | -0.5% | -4.0% | -4.5% |
| 30D | -6.2% | +6.8% | -13.0% | -7.3% |
| 3M | -10.0% | +9.5% | -19.5% | -11.6% |
| 6M | -15.8% | -8.2% | -7.5% | -15.2% |
| YTD | -4.6% | -7.7% | +3.2% | -4.1% |
| 1Y | +4.0% | -6.9% | +10.9% | +4.4% |
| 3Y | +211.1% | +61.6% | +149.4% | +183.3% |
| 5Y | +152.3% | +44.7% | +107.6% | +131.1% |
| All | +327.3% | +204.3% | +123.0% | +249.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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