+310.1%
GDX vs SPGI
+335.6%
-25.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +4.2% |
| 7D | +15.6% | -0.9% | +16.4% | +15.8% |
| 30D | +2.4% | +15.5% | -13.1% | -1.1% |
| 3M | +1.7% | +15.7% | -13.9% | -2.0% |
| 6M | -3.3% | +19.1% | -22.4% | -7.8% |
| YTD | +6.6% | -4.1% | +10.7% | +6.5% |
| 1Y | +27.0% | +1.2% | +25.8% | +25.0% |
| 3Y | +243.4% | +31.6% | +211.8% | +210.6% |
| 5Y | +194.2% | +12.4% | +181.7% | +171.1% |
| 10Y | +310.1% | +334.3% | -24.1% | +222.3% |
| All | +310.1% | +335.6% | -25.5% | +222.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling