+281.7%
GDXJ vs ACHR
-21.5%
+303.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.9% |
| 7D | -6.2% | -5.4% | -0.8% | -5.6% |
| 30D | +4.6% | -19.7% | +24.4% | +7.3% |
| 3M | +31.3% | +7.9% | +23.3% | +29.0% |
| 6M | -10.7% | -13.8% | +3.1% | -10.0% |
| YTD | +9.1% | -27.5% | +36.6% | +11.6% |
| 1Y | +44.1% | -33.9% | +78.1% | +48.3% |
| All | +281.7% | -21.5% | +303.2% | +281.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 3y: compounded portfolio wealth divided by compounded ACHR 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…
3y analysis · Full analysis span regression · 6 months rolling