+131.6%
C vs GDXJ
+225.9%
-94.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.5% |
| 7D | +3.2% | +4.3% | -1.1% | +2.5% |
| 30D | +1.3% | +8.4% | -7.1% | -0.1% |
| 3M | +3.1% | +25.5% | -22.4% | -0.9% |
| 6M | +29.6% | -6.3% | +36.0% | +29.3% |
| YTD | +19.0% | +12.1% | +6.9% | +14.6% |
| 1Y | +45.6% | +51.1% | -5.4% | +33.2% |
| 3Y | +269.3% | +296.1% | -26.8% | +175.2% |
| 5Y | +131.6% | +228.1% | -96.5% | +73.6% |
| All | +131.6% | +225.9% | -94.3% | +73.6% |
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