+34,088.0%
AVGO vs GDXJ
+73.6%
+34,014.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.1% | +3.1% |
| 7D | -0.3% | +4.3% | -4.6% | -1.0% |
| 30D | -13.8% | +8.4% | -22.3% | -15.1% |
| 3M | -6.9% | +25.5% | -32.4% | -10.5% |
| 6M | +11.9% | -6.3% | +18.3% | +12.0% |
| YTD | +6.9% | +12.1% | -5.2% | +3.5% |
| 1Y | +7.4% | +51.1% | -43.6% | -0.5% |
| 3Y | +345.6% | +296.1% | +49.5% | +258.8% |
| 5Y | +718.9% | +228.1% | +490.8% | +564.3% |
| 10Y | +2,755.4% | +211.8% | +2,543.5% | +2,149.0% |
| All | +34,088.0% | +73.6% | +34,014.3% | +28,551.2% |
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