+5,101.7%
AAPL vs GDXJ
+73.6%
+5,028.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.1% |
| 7D | -2.7% | +4.3% | -7.0% | -3.2% |
| 30D | +1.0% | +8.4% | -7.4% | 0.0% |
| 3M | +5.0% | +25.5% | -20.6% | +2.1% |
| 6M | +23.0% | -6.3% | +29.4% | +22.9% |
| YTD | +16.6% | +12.1% | +4.5% | +13.8% |
| 1Y | +33.4% | +51.1% | -17.6% | +25.6% |
| 3Y | +79.9% | +296.1% | -216.2% | +50.8% |
| 5Y | +109.0% | +228.1% | -119.1% | +76.3% |
| 10Y | +1,210.4% | +211.8% | +998.6% | +978.6% |
| All | +5,101.7% | +73.6% | +5,028.1% | +4,188.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling