+233.6%
GDX vs ZBH
-31.0%
+264.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | +1.9% | -4.9% | +6.8% | +2.8% |
| 30D | +9.9% | -3.2% | +13.2% | +10.5% |
| 3M | +28.2% | +5.8% | +22.4% | +26.4% |
| 6M | -2.9% | +2.0% | -4.9% | -3.6% |
| YTD | +16.0% | +5.8% | +10.2% | +14.4% |
| 1Y | +49.9% | -7.9% | +57.8% | +50.9% |
| 3Y | +263.6% | -19.4% | +282.9% | +277.3% |
| 5Y | +233.6% | -29.5% | +263.1% | +244.4% |
| All | +233.6% | -31.0% | +264.5% | +244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 5y: compounded portfolio wealth divided by compounded ZBH 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…
5y analysis · Full analysis span regression · 6 months rolling