+238.4%
GDX vs TRV
+153.3%
+85.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +1.9% | +0.2% | +1.7% | +1.9% |
| 30D | +9.9% | -2.3% | +12.3% | +10.2% |
| 3M | +28.2% | +22.7% | +5.5% | +25.1% |
| 6M | -2.9% | +21.9% | -24.8% | -5.2% |
| YTD | +16.0% | +27.5% | -11.5% | +12.5% |
| 1Y | +49.9% | +36.2% | +13.6% | +43.8% |
| 3Y | +263.6% | +140.6% | +123.0% | +218.2% |
| All | +238.4% | +153.3% | +85.2% | +197.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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