+212.7%
GDX vs SPGI
+30.0%
+182.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | -6.8% | +1.2% | -8.0% | -7.0% |
| 30D | -2.1% | +15.9% | -18.0% | -4.3% |
| 3M | -7.5% | +12.3% | -19.8% | -9.2% |
| 6M | -15.2% | +23.7% | -38.9% | -18.1% |
| YTD | -4.8% | -3.5% | -1.3% | -4.9% |
| 1Y | +6.7% | +0.4% | +6.3% | +5.5% |
| 3Y | +212.7% | +29.9% | +182.8% | +145.2% |
| All | +212.7% | +30.0% | +182.7% | +145.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling