+319.2%
GDX vs URI
+1,189.1%
-869.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.4% | -5.2% |
| 7D | +11.5% | -6.0% | +17.4% | +12.2% |
| 30D | -3.1% | +4.6% | -7.7% | -3.8% |
| 3M | -4.4% | -2.7% | -1.7% | -4.3% |
| 6M | -8.6% | +18.4% | -26.9% | -10.7% |
| YTD | +0.8% | +37.4% | -36.5% | -3.8% |
| 1Y | +14.7% | +30.4% | -15.7% | +10.1% |
| 3Y | +228.8% | +147.9% | +80.9% | +190.0% |
| 5Y | +173.4% | +202.1% | -28.7% | +131.8% |
| 10Y | +319.2% | +1,182.4% | -863.2% | +244.6% |
| All | +319.2% | +1,189.1% | -869.8% | +244.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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