+228.4%
GDXJ vs A
-16.6%
+244.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.6% |
| 7D | -6.2% | -4.6% | -1.6% | -4.8% |
| 30D | +4.6% | -4.3% | +8.9% | +6.2% |
| 3M | +31.3% | +8.9% | +22.3% | +27.9% |
| 6M | -10.7% | +24.5% | -35.2% | -16.8% |
| YTD | +9.1% | +5.8% | +3.3% | +6.5% |
| 1Y | +44.1% | +16.2% | +27.9% | +36.0% |
| 3Y | +285.4% | +28.5% | +256.9% | +242.7% |
| 5Y | +228.4% | -16.3% | +244.7% | +194.4% |
| All | +228.4% | -16.6% | +244.9% | +194.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling