+247.2%
AMAT vs GDXJ
+222.2%
+25.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.5% | +6.8% | +5.1% |
| 7D | -1.5% | +0.2% | -1.7% | -1.7% |
| 30D | -14.8% | +17.9% | -32.7% | -19.4% |
| 3M | -9.3% | +15.3% | -24.6% | -13.9% |
| 6M | +27.4% | -9.4% | +36.8% | +28.6% |
| YTD | +77.6% | +13.4% | +64.2% | +67.6% |
| 1Y | +188.9% | +59.7% | +129.3% | +147.2% |
| 3Y | +202.3% | +283.6% | -81.3% | +96.6% |
| All | +247.2% | +222.2% | +25.0% | +127.5% |
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