+53.2%
UBER vs GDX
+154.6%
-101.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.7% | -1.4% |
| 7D | +0.5% | -4.6% | +5.1% | +1.4% |
| 30D | -3.1% | -6.2% | +3.1% | -2.1% |
| 3M | -8.3% | -10.0% | +1.7% | -6.9% |
| 6M | -9.5% | -15.8% | +6.3% | -7.4% |
| YTD | -15.4% | -4.6% | -10.8% | -17.3% |
| 1Y | -26.1% | +4.0% | -30.1% | -29.4% |
| 3Y | +34.0% | +211.1% | -177.1% | -5.7% |
| 5Y | +53.2% | +152.3% | -99.1% | +11.7% |
| All | +53.2% | +154.6% | -101.4% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GDX.
Daily Out/Under-Performance
Portfolio return minus GDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDX 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 GDX 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