+152.3%
GDX vs URI
+209.3%
-57.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -2.9% | -3.8% |
| 7D | -4.6% | +9.3% | -13.9% | -6.0% |
| 30D | -6.2% | +7.6% | -13.8% | -7.6% |
| 3M | -10.0% | +1.0% | -11.1% | -10.4% |
| 6M | -15.8% | +19.8% | -35.6% | -18.7% |
| YTD | -4.6% | +41.9% | -46.4% | -11.3% |
| 1Y | +4.0% | +33.4% | -29.4% | -2.3% |
| 3Y | +211.1% | +156.0% | +55.1% | +153.0% |
| 5Y | +152.3% | +209.5% | -57.3% | +86.4% |
| All | +152.3% | +209.3% | -57.1% | +86.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling