+214.2%
GDX vs URI
+3,232.3%
-3,018.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.5% |
| 7D | -0.4% | -2.0% | +1.6% | -0.1% |
| 30D | +18.6% | -12.9% | +31.6% | +21.2% |
| 3M | +14.9% | -6.7% | +21.6% | +16.0% |
| 6M | -6.3% | +19.0% | -25.2% | -9.5% |
| YTD | +15.7% | +25.5% | -9.8% | +10.5% |
| 1Y | +54.8% | +5.5% | +49.3% | +51.8% |
| 3Y | +253.4% | +111.3% | +142.1% | +204.4% |
| 5Y | +219.7% | +198.6% | +21.1% | +155.0% |
| 10Y | +300.2% | +1,179.9% | -879.7% | +130.1% |
| All | +214.2% | +3,232.3% | -3,018.2% | +8.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling