+47.4%
GDX vs U
-3.2%
+50.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -1.3% |
| 7D | +4.0% | +4.5% | -0.5% | +3.2% |
| 30D | +9.5% | -0.6% | +10.1% | +9.5% |
| 3M | +25.1% | +48.4% | -23.3% | +16.7% |
| 6M | -2.9% | +115.4% | -118.3% | -14.7% |
| YTD | +14.7% | -3.2% | +18.0% | +11.8% |
| 1Y | +47.4% | -6.0% | +53.5% | +44.6% |
| All | +47.4% | -3.2% | +50.6% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling