+185.4%
GDX vs RBA
+37.7%
+147.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.4% |
| 7D | +13.6% | +4.3% | +9.4% | +12.8% |
| 30D | +2.5% | +16.3% | -13.8% | -0.3% |
| 3M | +4.4% | +1.3% | +3.1% | +4.0% |
| 6M | -5.2% | -11.1% | +5.8% | -4.1% |
| YTD | +2.1% | -8.5% | +10.6% | +2.8% |
| 1Y | +24.7% | -2.1% | +26.8% | +24.0% |
| 3Y | +211.3% | +44.6% | +166.7% | +188.5% |
| All | +185.4% | +37.7% | +147.7% | +176.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling