+197.6%
GDX vs UUUU
-91.9%
+289.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.0% |
| 7D | +4.0% | +2.8% | +1.1% | +3.7% |
| 30D | +9.5% | +3.4% | +6.1% | +9.1% |
| 3M | +25.1% | -3.9% | +29.0% | +25.3% |
| 6M | -2.9% | -23.2% | +20.2% | -0.9% |
| YTD | +14.7% | +0.6% | +14.2% | +13.8% |
| 1Y | +47.4% | +22.9% | +24.6% | +42.1% |
| 3Y | +259.7% | +98.6% | +161.0% | +223.4% |
| 5Y | +227.7% | +130.2% | +97.4% | +183.7% |
| 10Y | +289.0% | +519.5% | -230.5% | +188.2% |
| All | +197.6% | -91.9% | +289.5% | +151.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling