+1,534.9%
ASML vs GDXJ
+212.6%
+1,322.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.0% | +5.6% | +1.2% |
| 7D | -2.9% | +11.8% | -14.6% | -5.8% |
| 30D | -15.2% | -7.1% | -8.1% | -13.8% |
| 3M | -12.9% | -10.5% | -2.4% | -11.0% |
| 6M | -5.0% | -15.5% | +10.5% | -2.2% |
| YTD | +41.8% | -6.6% | +48.4% | +40.9% |
| 1Y | +46.0% | +11.3% | +34.7% | +38.7% |
| 3Y | +133.5% | +242.0% | -108.5% | +63.5% |
| 5Y | +93.0% | +147.7% | -54.7% | +41.4% |
| 10Y | +1,534.9% | +233.7% | +1,301.2% | +1,025.9% |
| All | +1,534.9% | +212.6% | +1,322.3% | +1,025.9% |
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 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