+253.1%
F vs GDXJ
+75.7%
+177.4%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +1.8% |
| 7D | +5.3% | +0.2% | +5.2% | +5.3% |
| 30D | +4.6% | +17.9% | -13.3% | +2.2% |
| 3M | -3.7% | +15.3% | -19.0% | -5.9% |
| 6M | +16.8% | -9.4% | +26.3% | +17.4% |
| YTD | +15.3% | +13.4% | +1.9% | +12.1% |
| 1Y | +31.0% | +59.7% | -28.6% | +21.2% |
| 3Y | +45.4% | +283.6% | -238.1% | +18.0% |
| 5Y | +54.7% | +217.6% | -162.9% | +26.3% |
| 10Y | +98.2% | +225.7% | -127.4% | +54.0% |
| All | +253.1% | +75.7% | +177.4% | +177.0% |
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 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