+233.6%
GDX vs TRU
-36.4%
+270.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.2% |
| 7D | +1.9% | -6.5% | +8.4% | +3.0% |
| 30D | +9.9% | -2.5% | +12.4% | +10.4% |
| 3M | +28.2% | +10.4% | +17.8% | +25.7% |
| 6M | -2.9% | +1.6% | -4.5% | -3.7% |
| YTD | +16.0% | -9.7% | +25.7% | +16.6% |
| 1Y | +49.9% | -17.3% | +67.1% | +52.5% |
| 3Y | +263.6% | -1.8% | +265.4% | +246.1% |
| 5Y | +233.6% | -36.2% | +269.8% | +195.9% |
| All | +233.6% | -36.4% | +270.0% | +195.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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