+148.7%
EWY vs GDXJ
+229.9%
-81.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.2% | +2.9% |
| 7D | -0.1% | -2.8% | +2.7% | +1.0% |
| 30D | +7.3% | +5.0% | +2.4% | +5.3% |
| 3M | -5.1% | +24.1% | -29.2% | -12.4% |
| 6M | +42.1% | -7.4% | +49.4% | +43.8% |
| YTD | +94.1% | +10.2% | +83.9% | +86.4% |
| 1Y | +147.8% | +42.5% | +105.3% | +119.1% |
| 3Y | +222.9% | +285.7% | -62.8% | +106.2% |
| All | +148.7% | +229.9% | -81.2% | +58.5% |
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 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