+150.7%
GDX vs UAL
+117.7%
+33.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | -6.8% | -3.0% | -3.8% | -6.4% |
| 30D | -2.1% | +10.5% | -12.6% | -3.4% |
| 3M | -7.5% | -13.5% | +6.0% | -5.9% |
| 6M | -15.2% | +14.2% | -29.4% | -16.7% |
| YTD | -4.8% | -2.2% | -2.6% | -5.5% |
| 1Y | +6.7% | +12.5% | -5.8% | +4.6% |
| 3Y | +212.7% | +186.8% | +25.9% | +174.1% |
| All | +150.7% | +117.7% | +33.0% | +119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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