+3,856.1%
AMZN vs GDXJ
+73.6%
+3,782.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | +0.8% | +4.3% | -3.5% | +0.3% |
| 30D | -6.4% | +8.4% | -14.8% | -7.3% |
| 3M | +4.8% | +25.5% | -20.7% | +1.9% |
| 6M | +20.5% | -6.3% | +26.9% | +20.5% |
| YTD | +11.3% | +12.1% | -0.8% | +8.7% |
| 1Y | +9.0% | +51.1% | -42.1% | +2.7% |
| 3Y | +85.9% | +296.1% | -210.2% | +55.6% |
| 5Y | +45.8% | +228.1% | -182.3% | +23.0% |
| 10Y | +555.5% | +211.8% | +343.7% | +441.6% |
| All | +3,856.1% | +73.6% | +3,782.5% | +3,303.1% |
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 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