+24.8%
GDX vs SPGI
+3.2%
+21.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.4% | +5.6% | +8.8% |
| 7D | +0.8% | +7.2% | -6.4% | +0.4% |
| 30D | -3.2% | +23.2% | -26.5% | -4.2% |
| 3M | +8.6% | +17.0% | -8.5% | +7.7% |
| 6M | -1.2% | +20.4% | -21.7% | -2.2% |
| YTD | -1.4% | -1.9% | +0.5% | -6.5% |
| 1Y | +24.8% | +2.9% | +21.9% | +17.0% |
| All | +24.8% | +3.2% | +21.6% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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