+59.7%
GDXJ vs A
+21.7%
+38.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.6% |
| 7D | +0.2% | -1.9% | +2.1% | +0.7% |
| 30D | +17.9% | +6.9% | +10.9% | +16.4% |
| 3M | +15.3% | +9.2% | +6.1% | +13.5% |
| 6M | -9.4% | +25.7% | -35.1% | -13.9% |
| YTD | +13.4% | +11.5% | +1.9% | +9.1% |
| 1Y | +59.7% | +18.4% | +41.3% | +54.0% |
| All | +59.7% | +21.7% | +38.0% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling