+46.3%
GDX vs XLI
+15.6%
+30.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +2.9% |
| 7D | +1.9% | -0.6% | +2.5% | +2.5% |
| 30D | +9.9% | -6.9% | +16.9% | +19.7% |
| 3M | +28.2% | -1.9% | +30.1% | +30.0% |
| 6M | -2.9% | +1.0% | -3.9% | -5.2% |
| YTD | +16.0% | +11.3% | +4.6% | +5.5% |
| All | +46.3% | +15.6% | +30.6% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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