-41.5%
DIS vs GDXJ
+225.9%
-267.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | -0.1% |
| 7D | -1.1% | +4.3% | -5.4% | -1.7% |
| 30D | +0.1% | +8.4% | -8.3% | -1.1% |
| 3M | +7.1% | +25.5% | -18.4% | +3.2% |
| 6M | +4.3% | -6.3% | +10.6% | +4.2% |
| YTD | -6.9% | +12.1% | -19.0% | -10.0% |
| 1Y | -10.3% | +51.1% | -61.4% | -17.7% |
| 3Y | +32.8% | +296.1% | -263.2% | -1.8% |
| 5Y | -41.5% | +228.1% | -269.6% | -57.1% |
| All | -41.5% | +225.9% | -267.3% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling