+641.4%
DIA vs GDXJ
+75.7%
+565.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | -0.3% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | -1.5% | +17.9% | -19.4% | -3.0% |
| 3M | +3.8% | +15.3% | -11.5% | +2.1% |
| 6M | +10.3% | -9.4% | +19.7% | +10.5% |
| YTD | +12.1% | +13.4% | -1.3% | +9.9% |
| 1Y | +18.6% | +59.7% | -41.0% | +12.6% |
| 3Y | +60.6% | +283.6% | -222.9% | +40.0% |
| 5Y | +64.4% | +217.6% | -153.2% | +43.9% |
| 10Y | +250.1% | +225.7% | +24.4% | +197.9% |
| All | +641.4% | +75.7% | +565.8% | +539.3% |
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