+352.9%
C vs GDXJ
+75.7%
+277.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | 0.0% |
| 7D | +3.6% | +0.2% | +3.4% | +3.6% |
| 30D | +0.1% | +17.9% | -17.8% | -1.8% |
| 3M | +2.4% | +15.3% | -12.9% | +0.5% |
| 6M | +24.9% | -9.4% | +34.4% | +25.3% |
| YTD | +19.8% | +13.4% | +6.4% | +16.9% |
| 1Y | +44.9% | +59.7% | -14.8% | +35.9% |
| 3Y | +263.0% | +283.6% | -20.6% | +206.5% |
| 5Y | +129.5% | +217.6% | -88.1% | +94.9% |
| 10Y | +291.6% | +225.7% | +65.9% | +220.0% |
| All | +352.9% | +75.7% | +277.2% | +302.0% |
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