+399.7%
GDX vs TRU
+243.6%
+156.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.3% |
| 7D | -6.8% | 0.0% | -6.8% | -6.8% |
| 30D | -2.1% | +21.3% | -23.4% | -5.4% |
| 3M | -7.5% | +0.2% | -7.7% | -7.8% |
| 6M | -15.2% | +22.4% | -37.5% | -18.5% |
| YTD | -4.8% | -4.8% | 0.0% | -5.4% |
| 1Y | +6.7% | -0.2% | +6.9% | +5.2% |
| 3Y | +212.7% | +57.9% | +154.8% | +176.4% |
| 5Y | +151.7% | -26.1% | +177.8% | +144.8% |
| 10Y | +330.3% | +184.8% | +145.5% | +245.0% |
| All | +399.7% | +243.6% | +156.1% | +285.8% |
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