+609.5%
ADBE vs GDXJ
+76.0%
+533.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.1% |
| 7D | -8.9% | +0.9% | -9.8% | -9.0% |
| 30D | -6.6% | +8.8% | -15.4% | -7.4% |
| 3M | +7.1% | +29.8% | -22.7% | +4.2% |
| 6M | -9.8% | -5.8% | -3.9% | -9.9% |
| YTD | -27.2% | +13.6% | -40.8% | -29.0% |
| 1Y | -28.0% | +54.5% | -82.5% | -32.3% |
| 3Y | -54.5% | +301.4% | -355.9% | -61.9% |
| 5Y | -61.5% | +236.3% | -297.8% | -67.5% |
| 10Y | +156.4% | +240.1% | -83.6% | +111.0% |
| All | +609.5% | +76.0% | +533.6% | +495.7% |
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