+47.4%
GDX vs SPGI
-14.9%
+62.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.9% |
| 7D | +4.0% | -2.5% | +6.4% | +3.9% |
| 30D | +9.5% | +5.4% | +4.1% | +9.6% |
| 3M | +25.1% | +9.0% | +16.1% | +25.4% |
| 6M | -2.9% | +0.8% | -3.7% | -3.4% |
| YTD | +14.7% | -12.6% | +27.3% | +10.5% |
| 1Y | +47.4% | -16.1% | +63.6% | +48.1% |
| All | +47.4% | -14.9% | +62.3% | +48.1% |
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