+349.2%
GDX vs RBA
+209.3%
+139.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | +0.7% | +0.6% | +0.1% | +0.6% |
| 30D | -3.8% | +9.0% | -12.7% | -5.3% |
| 3M | -5.4% | +7.2% | -12.6% | -6.7% |
| 6M | -12.7% | -7.8% | -4.9% | -12.1% |
| YTD | -0.7% | -6.4% | +5.7% | -0.4% |
| 1Y | +11.9% | -4.2% | +16.1% | +11.8% |
| 3Y | +223.9% | +64.1% | +159.8% | +194.2% |
| 5Y | +163.2% | +48.4% | +114.8% | +140.1% |
| 10Y | +349.2% | +209.9% | +139.2% | +266.3% |
| All | +349.2% | +209.3% | +139.8% | +266.3% |
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