+147.1%
AMAT vs GDXJ
+123.6%
+23.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | +11.4% | -8.1% | +19.4% | +14.3% |
| 30D | -17.0% | -5.5% | -11.6% | -15.8% |
| 3M | -30.6% | -14.6% | -16.1% | -27.8% |
| 6M | -14.9% | -23.2% | +8.3% | -9.4% |
| YTD | +44.7% | -13.0% | +57.7% | +47.4% |
| 1Y | +66.9% | +2.8% | +64.1% | +62.1% |
| 3Y | +153.3% | +221.5% | -68.2% | +73.5% |
| All | +147.1% | +123.6% | +23.6% | +97.5% |
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