+315.3%
GDX vs RTX
+275.5%
+39.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +1.9% | -1.6% | +3.5% | +2.2% |
| 30D | +9.9% | -11.6% | +21.5% | +12.3% |
| 3M | +28.2% | +9.2% | +19.0% | +25.8% |
| 6M | -2.9% | -4.4% | +1.5% | -2.4% |
| YTD | +16.0% | +8.9% | +7.1% | +13.9% |
| 1Y | +49.9% | +32.1% | +17.8% | +42.1% |
| 3Y | +263.6% | +151.2% | +112.3% | +207.7% |
| 5Y | +233.6% | +162.9% | +70.7% | +180.1% |
| 10Y | +315.3% | +283.9% | +31.4% | +200.3% |
| All | +315.3% | +275.5% | +39.9% | +200.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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