+76.2%
UBER vs GDX
+228.6%
-152.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.0% |
| 7D | -7.0% | +1.9% | -8.9% | -7.4% |
| 30D | -8.9% | +9.9% | -18.8% | -10.7% |
| 3M | +1.0% | +28.2% | -27.2% | -4.0% |
| 6M | -3.7% | -2.9% | -0.8% | -4.2% |
| YTD | -13.0% | +16.0% | -29.0% | -17.7% |
| 1Y | -25.5% | +49.9% | -75.4% | -34.1% |
| 3Y | +50.5% | +263.6% | -213.1% | +3.8% |
| 5Y | +76.2% | +233.6% | -157.4% | +18.4% |
| All | +76.2% | +228.6% | -152.5% | +18.4% |
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