+565.7%
AMZN vs GDXJ
+237.3%
+328.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.9% | +1.8% |
| 7D | -0.7% | -2.8% | +2.1% | -0.3% |
| 30D | -3.9% | +5.0% | -8.9% | -4.7% |
| 3M | +6.3% | +24.1% | -17.7% | +2.8% |
| 6M | +20.8% | -7.4% | +28.1% | +20.9% |
| YTD | +11.2% | +10.2% | +1.0% | +8.2% |
| 1Y | +11.7% | +42.5% | -30.9% | +4.3% |
| 3Y | +79.4% | +285.7% | -206.3% | +42.3% |
| 5Y | +48.0% | +231.9% | -183.8% | +17.9% |
| All | +565.7% | +237.3% | +328.4% | +434.6% |
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