-5.9%
ABT vs GDXJ
+19.5%
-25.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +9.6% | -4.0% | +5.5% |
| 7D | +12.5% | -0.2% | +12.7% | +12.3% |
| 30D | +16.1% | -7.6% | +23.7% | +15.9% |
| 3M | +10.2% | +2.3% | +7.9% | +10.3% |
| 6M | +33.7% | -7.8% | +41.5% | +33.8% |
| YTD | -5.5% | -8.4% | +2.9% | -6.5% |
| 1Y | -5.9% | +21.8% | -27.7% | -9.1% |
| All | -5.9% | +19.5% | -25.4% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling