+24.8%
GDX vs XBI
+47.5%
-22.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.7% | +6.3% | +7.0% |
| 7D | +0.8% | +1.0% | -0.2% | 0.0% |
| 30D | -3.2% | +1.9% | -5.1% | -4.7% |
| 3M | +8.6% | +4.8% | +3.8% | +4.6% |
| 6M | -1.2% | +19.3% | -20.5% | -14.3% |
| YTD | -1.4% | +30.6% | -32.0% | -19.4% |
| 1Y | +24.8% | +47.9% | -23.1% | -5.4% |
| All | +24.8% | +47.5% | -22.7% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 1y: compounded portfolio wealth divided by compounded XBI 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…
1y analysis · Full analysis span regression · 6 months rolling