+212.7%
GDX vs SUI
+18.2%
+194.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.5% |
| 7D | -6.8% | -1.5% | -5.3% | -6.4% |
| 30D | -2.1% | +3.7% | -5.9% | -3.2% |
| 3M | -7.5% | -0.4% | -7.1% | -7.6% |
| 6M | -15.2% | -2.8% | -12.4% | -15.0% |
| YTD | -4.8% | -1.6% | -3.2% | -4.9% |
| 1Y | +6.7% | -2.1% | +8.8% | +6.8% |
| 3Y | +212.7% | +18.5% | +194.3% | +166.2% |
| All | +212.7% | +18.2% | +194.6% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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