+349.2%
GDX vs JCI
+299.8%
+49.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -4.0% | -2.0% |
| 7D | +0.7% | +2.9% | -2.2% | 0.0% |
| 30D | -3.8% | -6.9% | +3.2% | -2.4% |
| 3M | -5.4% | -6.3% | +0.8% | -4.4% |
| 6M | -12.7% | +2.6% | -15.3% | -13.7% |
| YTD | -0.7% | +21.8% | -22.5% | -5.3% |
| 1Y | +11.9% | +19.6% | -7.7% | +7.0% |
| 3Y | +223.9% | +194.9% | +29.0% | +152.8% |
| 5Y | +163.2% | +108.1% | +55.0% | +115.4% |
| 10Y | +349.2% | +307.6% | +41.5% | +211.0% |
| All | +349.2% | +299.8% | +49.4% | +211.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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