+157.8%
GDXJ vs ACHR
-42.6%
+200.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.4% |
| 7D | +4.3% | +4.9% | -0.6% | +3.8% |
| 30D | +8.4% | +4.3% | +4.1% | +7.6% |
| 3M | +25.5% | +1.7% | +23.8% | +24.4% |
| 6M | -6.3% | -6.9% | +0.5% | -6.3% |
| YTD | +12.1% | -22.5% | +34.6% | +13.8% |
| 1Y | +51.1% | -31.5% | +82.5% | +54.4% |
| 3Y | +296.1% | -14.4% | +310.5% | +271.1% |
| 5Y | +228.1% | -41.6% | +269.7% | +184.2% |
| All | +157.8% | -42.6% | +200.3% | +106.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling