+400.9%
GDX vs TRU
+243.2%
+157.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.7% | -3.8% |
| 7D | -4.6% | -2.2% | -2.4% | -4.2% |
| 30D | -6.2% | +20.2% | -26.4% | -9.2% |
| 3M | -10.0% | +2.2% | -12.3% | -10.6% |
| 6M | -15.8% | +17.6% | -33.3% | -18.5% |
| YTD | -4.6% | -5.0% | +0.4% | -5.1% |
| 1Y | +4.0% | -1.0% | +5.0% | +2.7% |
| 3Y | +211.1% | +56.5% | +154.6% | +175.4% |
| 5Y | +152.3% | -26.2% | +178.5% | +145.5% |
| 10Y | +331.4% | +184.5% | +146.9% | +246.0% |
| All | +400.9% | +243.2% | +157.8% | +286.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling