+54.8%
GDX vs ROIV
+177.7%
-122.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.6% |
| 7D | -0.4% | +0.6% | -1.0% | -0.6% |
| 30D | +18.6% | +1.0% | +17.7% | +18.1% |
| 3M | +14.9% | +18.3% | -3.4% | +9.1% |
| 6M | -6.3% | +18.3% | -24.6% | -11.5% |
| YTD | +15.7% | +61.0% | -45.2% | +1.6% |
| 1Y | +54.8% | +177.9% | -123.0% | +35.4% |
| All | +54.8% | +177.7% | -122.8% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling