+1,834.5%
ADI vs GDXJ
+76.0%
+1,758.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.3% |
| 7D | +2.6% | +0.9% | +1.7% | +2.5% |
| 30D | -4.6% | +8.8% | -13.4% | -5.8% |
| 3M | -9.5% | +29.8% | -39.3% | -12.9% |
| 6M | +14.8% | -5.8% | +20.7% | +14.9% |
| YTD | +35.8% | +13.6% | +22.2% | +32.1% |
| 1Y | +48.9% | +54.5% | -5.5% | +38.8% |
| 3Y | +115.6% | +301.4% | -185.8% | +76.0% |
| 5Y | +135.1% | +236.3% | -101.2% | +93.2% |
| 10Y | +636.4% | +240.1% | +396.4% | +484.5% |
| All | +1,834.5% | +76.0% | +1,758.5% | +1,493.6% |
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 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