+67.6%
UBER vs GDX
+331.0%
-263.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | +1.6% | -6.8% | +8.4% | +3.3% |
| 30D | +0.6% | -2.1% | +2.7% | +0.9% |
| 3M | -8.2% | -7.5% | -0.6% | -7.0% |
| 6M | -6.7% | -15.2% | +8.5% | -4.3% |
| YTD | -14.7% | -4.8% | -9.9% | -16.7% |
| 1Y | -24.1% | +6.7% | -30.8% | -28.3% |
| 3Y | +33.4% | +212.7% | -179.3% | -9.6% |
| 5Y | +54.5% | +151.7% | -97.2% | +8.2% |
| All | +67.6% | +331.0% | -263.4% | +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 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