+258.1%
GDX vs SPXU
-79.8%
+337.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +1.5% |
| 7D | +1.9% | +1.3% | +0.6% | +2.3% |
| 30D | +9.9% | +5.1% | +4.8% | +11.7% |
| 3M | +28.2% | -9.1% | +37.3% | +26.0% |
| 6M | -2.9% | -29.6% | +26.7% | -9.0% |
| YTD | +16.0% | -27.7% | +43.7% | +9.7% |
| 1Y | +49.9% | -37.0% | +86.8% | +38.9% |
| All | +258.1% | -79.8% | +337.9% | +176.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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