+4,366.2%
AMAT vs GDXJ
+75.7%
+4,290.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.5% | +6.8% | +4.8% |
| 7D | -1.5% | +0.2% | -1.7% | -1.6% |
| 30D | -14.8% | +17.9% | -32.7% | -17.4% |
| 3M | -9.3% | +15.3% | -24.6% | -11.8% |
| 6M | +27.4% | -9.4% | +36.8% | +28.6% |
| YTD | +77.6% | +13.4% | +64.2% | +72.3% |
| 1Y | +188.9% | +59.7% | +129.3% | +164.8% |
| 3Y | +202.3% | +283.6% | -81.3% | +138.0% |
| 5Y | +248.9% | +217.6% | +31.3% | +177.7% |
| 10Y | +1,585.2% | +225.7% | +1,359.6% | +1,187.9% |
| All | +4,366.2% | +75.7% | +4,290.5% | +3,367.4% |
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 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