+291.6%
GDX vs UUUU
+495.2%
-203.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.3% | +2.9% | -2.5% |
| 7D | -5.4% | -5.0% | -0.4% | -4.6% |
| 30D | +6.6% | -7.8% | +14.3% | +7.8% |
| 3M | +30.1% | -0.4% | +30.5% | +29.8% |
| 6M | -7.1% | -32.9% | +25.8% | -2.3% |
| YTD | +12.0% | -6.3% | +18.2% | +11.8% |
| 1Y | +41.2% | +7.9% | +33.3% | +36.2% |
| 3Y | +251.0% | +85.2% | +165.8% | +200.8% |
| 5Y | +226.7% | +97.0% | +129.8% | +168.2% |
| All | +291.6% | +495.2% | -203.6% | +161.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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