+214.2%
GDX vs JBL
+1,070.1%
-855.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.5% |
| 7D | -0.4% | +3.0% | -3.4% | -0.9% |
| 30D | +18.6% | -8.3% | +26.9% | +20.2% |
| 3M | +14.9% | -16.9% | +31.8% | +18.2% |
| 6M | -6.3% | +21.8% | -28.0% | -9.8% |
| YTD | +15.7% | +36.3% | -20.6% | +9.0% |
| 1Y | +54.8% | +49.5% | +5.3% | +43.4% |
| 3Y | +253.4% | +170.6% | +82.8% | +187.5% |
| 5Y | +219.7% | +408.4% | -188.7% | +130.2% |
| 10Y | +300.2% | +1,450.4% | -1,150.2% | +127.6% |
| All | +214.2% | +1,070.1% | -855.9% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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