+1,665.8%
AMAT vs GDXJ
+208.5%
+1,457.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.1% | +4.2% |
| 7D | +7.0% | +4.3% | +2.7% | +5.9% |
| 30D | -12.2% | +8.4% | -20.6% | -14.1% |
| 3M | -3.8% | +25.5% | -29.4% | -9.2% |
| 6M | +45.9% | -6.3% | +52.3% | +46.3% |
| YTD | +84.6% | +12.1% | +72.5% | +77.8% |
| 1Y | +193.4% | +51.1% | +142.3% | +164.9% |
| 3Y | +228.1% | +296.1% | -68.0% | +139.8% |
| 5Y | +268.9% | +228.1% | +40.8% | +172.8% |
| 10Y | +1,665.8% | +211.8% | +1,453.9% | +1,238.1% |
| All | +1,665.8% | +208.5% | +1,457.3% | +1,238.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling