+24.8%
GDX vs XYZ
+19.9%
+4.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +15.3% | -6.3% | +3.5% |
| 7D | +0.8% | +16.5% | -15.8% | -4.6% |
| 30D | -3.2% | +15.0% | -18.2% | -8.0% |
| 3M | +8.6% | +3.5% | +5.0% | +6.5% |
| 6M | -1.2% | +21.9% | -23.1% | -8.5% |
| YTD | -1.4% | +34.6% | -36.0% | -12.1% |
| 1Y | +24.8% | +20.7% | +4.1% | +13.8% |
| All | +24.8% | +19.9% | +4.9% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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