+84.1%
F vs GDXJ
+222.0%
-137.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.3% | -4.1% |
| 7D | -4.9% | +0.9% | -5.8% | -5.0% |
| 30D | -2.9% | +8.8% | -11.7% | -4.1% |
| 3M | -9.1% | +29.8% | -38.9% | -12.7% |
| 6M | +12.9% | -5.8% | +18.8% | +12.9% |
| YTD | +6.1% | +13.6% | -7.5% | +2.9% |
| 1Y | +22.5% | +54.5% | -32.0% | +13.4% |
| 3Y | +32.1% | +301.4% | -269.3% | +5.0% |
| 5Y | +43.7% | +236.3% | -192.6% | +14.6% |
| 10Y | +84.1% | +240.1% | -156.0% | +43.5% |
| All | +84.1% | +222.0% | -137.8% | +43.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling