+46.1%
ASML vs GDXJ
+19.5%
+26.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +9.6% | -13.2% | -6.6% |
| 7D | -10.0% | -0.2% | -9.8% | -10.1% |
| 30D | -19.4% | -7.6% | -11.8% | -17.5% |
| 3M | -12.5% | +2.3% | -14.8% | -14.3% |
| 6M | +8.2% | -7.8% | +16.0% | +8.8% |
| YTD | +40.7% | -8.4% | +49.1% | +39.5% |
| 1Y | +46.1% | +21.8% | +24.3% | +26.9% |
| All | +46.1% | +19.5% | +26.7% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling