+224.1%
GDX vs SU
+348.9%
-124.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.3% | +1.1% |
| 7D | -2.2% | +2.2% | -4.4% | -2.7% |
| 30D | +6.8% | +8.4% | -1.7% | +4.6% |
| 3M | +24.9% | +12.1% | +12.8% | +20.9% |
| 6M | -4.2% | +19.7% | -23.9% | -10.0% |
| YTD | +13.2% | +58.4% | -45.2% | -2.0% |
| 1Y | +40.2% | +67.2% | -27.0% | +19.3% |
| 3Y | +249.6% | +125.0% | +124.6% | +168.2% |
| All | +224.1% | +348.9% | -124.8% | +132.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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