+4,770.1%
DELL vs GDXJ
+193.6%
+4,576.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.0% | +2.1% |
| 7D | +25.6% | +4.3% | +21.3% | +24.8% |
| 30D | +17.7% | +8.4% | +9.2% | +15.8% |
| 3M | +33.4% | +25.5% | +7.9% | +27.7% |
| 6M | +266.2% | -6.3% | +272.5% | +266.6% |
| YTD | +328.0% | +12.1% | +315.9% | +315.8% |
| 1Y | +339.6% | +51.1% | +288.5% | +306.8% |
| 3Y | +694.6% | +296.1% | +398.5% | +526.1% |
| 5Y | +1,122.0% | +228.1% | +893.9% | +866.6% |
| 10Y | +4,062.5% | +211.8% | +3,850.7% | +3,241.0% |
| All | +4,770.1% | +193.6% | +4,576.5% | +3,823.6% |
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 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