+150.7%
GDX vs RSP
+48.2%
+102.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -6.8% | +2.4% | -9.2% | -8.5% |
| 30D | -2.1% | +4.3% | -6.4% | -5.3% |
| 3M | -7.5% | -0.3% | -7.2% | -7.1% |
| 6M | -15.2% | +9.8% | -25.0% | -20.6% |
| YTD | -4.8% | +16.8% | -21.6% | -14.3% |
| 1Y | +6.7% | +19.5% | -12.8% | -5.3% |
| 3Y | +212.7% | +65.1% | +147.6% | +119.9% |
| All | +150.7% | +48.2% | +102.5% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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