-62.2%
ADBE vs GDXJ
+221.5%
-283.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.0% | +1.6% | -2.0% |
| 7D | -12.9% | -6.2% | -6.7% | -12.4% |
| 30D | -5.6% | +4.6% | -10.3% | -6.1% |
| 3M | +6.6% | +31.3% | -24.6% | +3.8% |
| 6M | -9.6% | -10.7% | +1.1% | -8.7% |
| YTD | -28.9% | +9.1% | -38.0% | -30.6% |
| 1Y | -28.9% | +44.1% | -73.1% | -33.8% |
| 3Y | -55.6% | +285.4% | -341.0% | -66.3% |
| 5Y | -62.2% | +228.4% | -290.6% | -71.6% |
| All | -62.2% | +221.5% | -283.7% | -71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling