+227.7%
GDX vs SPOT
+108.1%
+119.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.7% | -0.5% |
| 7D | +4.0% | -2.9% | +6.8% | +4.4% |
| 30D | +9.5% | +8.3% | +1.2% | +8.1% |
| 3M | +25.1% | +5.1% | +20.0% | +23.8% |
| 6M | -2.9% | -6.5% | +3.5% | -2.5% |
| YTD | +14.7% | -9.0% | +23.7% | +15.1% |
| 1Y | +47.4% | -26.4% | +73.8% | +52.6% |
| 3Y | +259.7% | +240.0% | +19.7% | +191.1% |
| 5Y | +227.7% | +111.7% | +115.9% | +157.1% |
| All | +227.7% | +108.1% | +119.5% | +157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 5y: compounded portfolio wealth divided by compounded SPOT 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…
5y analysis · Full analysis span regression · 6 months rolling