+5,087.3%
AAPL vs GDXJ
+76.0%
+5,011.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | -3.0% | +0.9% | -3.9% | -3.1% |
| 30D | +2.3% | +8.8% | -6.5% | +1.3% |
| 3M | +8.6% | +29.8% | -21.2% | +5.3% |
| 6M | +21.6% | -5.8% | +27.4% | +21.4% |
| YTD | +16.3% | +13.6% | +2.7% | +13.3% |
| 1Y | +35.1% | +54.5% | -19.4% | +26.9% |
| 3Y | +79.4% | +301.4% | -222.0% | +50.1% |
| 5Y | +109.8% | +236.3% | -126.5% | +76.6% |
| 10Y | +1,237.1% | +240.1% | +997.0% | +990.9% |
| All | +5,087.3% | +76.0% | +5,011.3% | +4,170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded GDXJ 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling