+169.7%
GDX vs RTX
+709.9%
-540.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.6% |
| 7D | +0.7% | +1.4% | -0.7% | +0.2% |
| 30D | -3.8% | +7.8% | -11.6% | -6.1% |
| 3M | -5.4% | -9.8% | +4.3% | -3.0% |
| 6M | -12.7% | +13.5% | -26.2% | -16.4% |
| YTD | -0.7% | +10.9% | -11.6% | -4.4% |
| 1Y | +11.9% | +14.0% | -2.1% | +6.8% |
| 3Y | +223.9% | +159.9% | +64.0% | +139.4% |
| 5Y | +163.2% | +151.7% | +11.5% | +93.6% |
| 10Y | +349.2% | +269.0% | +80.2% | +164.2% |
| All | +169.7% | +709.9% | -540.2% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling