+177.3%
GDX vs SUI
+1,111.0%
-933.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.5% |
| 7D | +13.6% | +6.2% | +7.4% | +12.1% |
| 30D | +2.5% | +8.6% | -6.1% | +0.4% |
| 3M | +4.4% | +1.0% | +3.4% | +4.0% |
| 6M | -5.2% | -2.6% | -2.6% | -5.0% |
| YTD | +2.1% | -0.1% | +2.3% | +1.7% |
| 1Y | +24.7% | +0.5% | +24.2% | +24.0% |
| 3Y | +211.3% | +15.3% | +196.0% | +196.5% |
| 5Y | +186.7% | -26.1% | +212.8% | +199.6% |
| 10Y | +285.3% | +117.8% | +167.5% | +206.0% |
| All | +177.3% | +1,111.0% | -933.7% | +43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling