+129.8%
GDXJ vs ACI
+32.8%
+97.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -8.1% | +2.3% | -10.4% | -8.3% |
| 30D | -5.5% | +1.2% | -6.7% | -5.6% |
| 3M | -14.6% | +6.8% | -21.3% | -15.2% |
| 6M | -23.2% | -18.7% | -4.5% | -22.0% |
| YTD | -13.0% | -20.2% | +7.2% | -11.7% |
| 1Y | +2.8% | -23.7% | +26.5% | +4.9% |
| 3Y | +221.5% | -31.6% | +253.1% | +231.9% |
| 5Y | +123.4% | -42.8% | +166.1% | +130.1% |
| All | +129.8% | +32.8% | +97.0% | +136.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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