+135.9%
GDX vs SPXU
-100.0%
+235.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.5% | 0.0% |
| 7D | -6.8% | -7.6% | +0.8% | -8.0% |
| 30D | -2.1% | +5.3% | -7.4% | -0.8% |
| 3M | -7.5% | +9.6% | -17.1% | -5.3% |
| 6M | -15.2% | -4.5% | -10.6% | -14.5% |
| YTD | -4.8% | -25.9% | +21.1% | -7.1% |
| 1Y | +6.7% | -28.9% | +35.6% | +3.7% |
| 3Y | +212.7% | -80.5% | +293.2% | +158.2% |
| 5Y | +151.7% | -83.4% | +235.0% | +115.5% |
| 10Y | +330.3% | -99.5% | +429.8% | +137.5% |
| All | +135.9% | -100.0% | +235.9% | -49.6% |
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