+82.2%
UBER vs GDX
+424.1%
-341.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.3% |
| 7D | -3.9% | -0.4% | -3.5% | -3.8% |
| 30D | +11.1% | +18.6% | -7.5% | +6.6% |
| 3M | +4.9% | +14.9% | -10.0% | +0.8% |
| 6M | -1.2% | -6.3% | +5.1% | -1.0% |
| YTD | -7.3% | +15.7% | -23.0% | -13.2% |
| 1Y | -17.6% | +54.8% | -72.5% | -29.2% |
| 3Y | +61.1% | +253.4% | -192.4% | +6.6% |
| 5Y | +87.9% | +219.7% | -131.8% | +24.3% |
| All | +82.2% | +424.1% | -341.8% | +23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling