+3,167.9%
AMAT vs GDXJ
+46.7%
+3,121.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +3.7% |
| 7D | -14.7% | +13.4% | -28.2% | -16.8% |
| 30D | -36.1% | -1.3% | -34.8% | -36.0% |
| 3M | -36.9% | -1.5% | -35.3% | -37.0% |
| 6M | -22.2% | -12.2% | -10.0% | -20.9% |
| YTD | +29.9% | -5.3% | +35.2% | +29.9% |
| 1Y | +43.3% | +22.0% | +21.3% | +37.3% |
| 3Y | +142.7% | +224.9% | -82.3% | +96.7% |
| 5Y | +126.2% | +160.6% | -34.4% | +86.1% |
| 10Y | +1,211.7% | +203.0% | +1,008.7% | +922.5% |
| All | +3,167.9% | +46.7% | +3,121.3% | +2,513.7% |
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