+39.3%
DIS vs GDXJ
+238.7%
-199.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.0% | +6.1% | +0.5% |
| 7D | +4.4% | +11.8% | -7.4% | +3.5% |
| 30D | +10.3% | -7.1% | +17.4% | +10.8% |
| 3M | +15.5% | -10.5% | +26.0% | +16.1% |
| 6M | +11.2% | -15.5% | +26.7% | +11.9% |
| YTD | +5.6% | -6.6% | +12.2% | +5.2% |
| 1Y | +7.7% | +11.3% | -3.6% | +6.4% |
| 3Y | +39.3% | +242.0% | -202.7% | +24.0% |
| All | +39.3% | +238.7% | -199.4% | +24.0% |
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 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