+14.7%
GDX vs U
+21.4%
-6.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.3% | -5.0% |
| 7D | +11.5% | +24.4% | -12.9% | +6.2% |
| 30D | -3.1% | +7.4% | -10.5% | -5.0% |
| 3M | -4.4% | +16.8% | -21.2% | -8.1% |
| 6M | -8.6% | +78.8% | -87.3% | -19.8% |
| YTD | +0.8% | +14.0% | -13.1% | -1.8% |
| 1Y | +14.7% | +16.7% | -2.1% | +10.9% |
| All | +14.7% | +21.4% | -6.7% | +10.9% |
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