+45.2%
AMZN vs GDXJ
+221.5%
-176.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +0.5% |
| 7D | -2.7% | -6.2% | +3.5% | -1.7% |
| 30D | -7.5% | +4.6% | -12.1% | -8.4% |
| 3M | +5.8% | +31.3% | -25.4% | +0.1% |
| 6M | +17.5% | -10.7% | +28.2% | +18.5% |
| YTD | +9.1% | +9.1% | +0.1% | +5.0% |
| 1Y | +9.4% | +44.1% | -34.8% | -1.5% |
| 3Y | +82.2% | +285.4% | -203.2% | +23.1% |
| 5Y | +45.2% | +228.4% | -183.2% | -1.1% |
| All | +45.2% | +221.5% | -176.3% | -1.1% |
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