+131.1%
ADI vs GDXJ
+221.5%
-90.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +2.9% | -0.1% |
| 7D | +1.3% | -6.2% | +7.6% | +2.8% |
| 30D | -6.0% | +4.6% | -10.6% | -7.2% |
| 3M | -7.7% | +31.3% | -39.0% | -13.9% |
| 6M | +14.0% | -10.7% | +24.6% | +15.2% |
| YTD | +34.4% | +9.1% | +25.3% | +29.0% |
| 1Y | +48.0% | +44.1% | +3.8% | +32.2% |
| 3Y | +113.3% | +285.4% | -172.1% | +45.7% |
| 5Y | +131.1% | +228.4% | -97.3% | +57.6% |
| All | +131.1% | +221.5% | -90.4% | +57.6% |
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