+724.9%
DELL vs GDXJ
+285.5%
+439.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +11.6% |
| 7D | +8.2% | -2.8% | +11.0% | +9.3% |
| 30D | +17.1% | +5.0% | +12.1% | +15.3% |
| 3M | +45.2% | +24.1% | +21.1% | +35.0% |
| 6M | +286.8% | -7.4% | +294.1% | +287.1% |
| YTD | +354.8% | +10.2% | +344.6% | +334.3% |
| 1Y | +358.3% | +42.5% | +315.7% | +307.5% |
| 3Y | +724.9% | +285.7% | +439.2% | +410.5% |
| All | +724.9% | +285.5% | +439.4% | +410.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling