+315.3%
GDX vs JCI
+323.6%
-8.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.3% |
| 7D | +1.9% | +4.1% | -2.2% | +0.9% |
| 30D | +9.9% | -3.8% | +13.8% | +10.8% |
| 3M | +28.2% | -1.6% | +29.8% | +28.4% |
| 6M | -2.9% | +9.5% | -12.4% | -5.1% |
| YTD | +16.0% | +21.7% | -5.8% | +10.8% |
| 1Y | +49.9% | +37.1% | +12.7% | +39.6% |
| 3Y | +263.6% | +165.2% | +98.4% | +189.7% |
| 5Y | +233.6% | +110.3% | +123.3% | +172.7% |
| 10Y | +315.3% | +341.0% | -25.7% | +184.3% |
| All | +315.3% | +323.6% | -8.2% | +184.3% |
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