+310.2%
C vs GDXJ
+35.6%
+274.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +0.4% |
| 7D | +4.7% | -4.9% | +9.7% | +5.3% |
| 30D | +0.2% | -10.0% | +10.1% | +1.2% |
| 3M | -9.3% | -16.6% | +7.3% | -7.9% |
| 6M | -0.8% | -23.3% | +22.5% | +1.2% |
| YTD | +8.5% | -12.4% | +21.0% | +8.6% |
| 1Y | +23.1% | +0.5% | +22.6% | +21.3% |
| 3Y | +220.8% | +220.5% | +0.3% | +175.8% |
| 5Y | +112.4% | +124.7% | -12.3% | +86.5% |
| 10Y | +217.9% | +240.2% | -22.3% | +158.3% |
| All | +310.2% | +35.6% | +274.6% | +273.5% |
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