+228.9%
GDX vs UAL
+142.0%
+86.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -2.5% |
| 7D | -0.4% | +0.7% | -1.1% | -0.5% |
| 30D | +18.6% | -16.1% | +34.7% | +21.0% |
| 3M | +14.9% | +6.1% | +8.7% | +13.9% |
| 6M | -6.3% | +10.8% | -17.1% | -7.8% |
| YTD | +15.7% | -0.4% | +16.1% | +14.7% |
| 1Y | +54.8% | +5.0% | +49.8% | +52.5% |
| 3Y | +253.4% | +124.0% | +129.4% | +217.0% |
| All | +228.9% | +142.0% | +86.8% | +187.7% |
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