+87.8%
AAPL vs GDXJ
+285.5%
-197.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.7% |
| 7D | +3.8% | -2.8% | +6.6% | +4.1% |
| 30D | +9.9% | +5.0% | +5.0% | +9.3% |
| 3M | +12.5% | +24.1% | -11.6% | +9.9% |
| 6M | +27.6% | -7.4% | +35.0% | +27.4% |
| YTD | +22.6% | +10.2% | +12.3% | +19.9% |
| 1Y | +45.0% | +42.5% | +2.4% | +37.1% |
| 3Y | +87.8% | +285.7% | -198.0% | +58.3% |
| All | +87.8% | +285.5% | -197.7% | +58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling