+1,315.3%
AMAT vs GDXJ
+214.1%
+1,101.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +4.9% | +6.4% | +10.2% |
| 7D | -1.1% | +16.4% | -17.4% | -4.6% |
| 30D | -26.9% | -1.2% | -25.7% | -26.8% |
| 3M | -31.2% | -3.9% | -27.3% | -30.9% |
| 6M | -14.7% | -10.2% | -4.5% | -13.5% |
| YTD | +44.7% | -0.6% | +45.3% | +42.9% |
| 1Y | +62.0% | +24.3% | +37.6% | +52.4% |
| 3Y | +165.0% | +257.4% | -92.4% | +97.3% |
| 5Y | +147.1% | +166.5% | -19.4% | +89.2% |
| 10Y | +1,315.3% | +228.5% | +1,086.7% | +980.4% |
| All | +1,315.3% | +214.1% | +1,101.2% | +980.4% |
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