+146.2%
GDX vs SPXU
-100.0%
+246.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.9% | +2.4% | -2.2% |
| 7D | +0.7% | +1.5% | -0.8% | +1.2% |
| 30D | -3.8% | +6.4% | -10.1% | -2.2% |
| 3M | -5.4% | +4.2% | -9.7% | -4.1% |
| 6M | -12.7% | -7.8% | -4.9% | -12.5% |
| YTD | -0.7% | -27.5% | +26.9% | -3.4% |
| 1Y | +11.9% | -27.1% | +39.0% | +9.1% |
| 3Y | +223.9% | -80.8% | +304.7% | +166.5% |
| 5Y | +163.2% | -84.1% | +247.3% | +123.7% |
| 10Y | +349.2% | -99.5% | +448.7% | +146.8% |
| All | +146.2% | -100.0% | +246.2% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling