+291.6%
GDX vs UPS
+37.5%
+254.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.2% | -3.5% |
| 7D | -5.4% | -3.4% | -2.0% | -5.1% |
| 30D | +6.6% | -2.7% | +9.3% | +6.8% |
| 3M | +30.1% | -1.6% | +31.7% | +30.3% |
| 6M | -7.1% | +2.3% | -9.4% | -7.2% |
| YTD | +12.0% | +5.6% | +6.4% | +11.7% |
| 1Y | +41.2% | +27.1% | +14.2% | +39.1% |
| 3Y | +251.0% | -26.3% | +277.3% | +256.9% |
| 5Y | +226.7% | -34.5% | +261.2% | +232.4% |
| All | +291.6% | +37.5% | +254.2% | +319.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 10y: compounded portfolio wealth divided by compounded UPS 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…
10y analysis · Full analysis span regression · 6 months rolling