+236.3%
GDXJ vs ACI
-43.7%
+280.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.7% |
| 7D | +0.9% | -5.0% | +6.0% | +1.6% |
| 30D | +8.8% | -2.3% | +11.1% | +9.0% |
| 3M | +29.8% | -23.2% | +53.0% | +34.1% |
| 6M | -5.8% | -29.5% | +23.7% | -1.7% |
| YTD | +13.6% | -28.6% | +42.2% | +18.0% |
| 1Y | +54.5% | -34.0% | +88.5% | +62.8% |
| 3Y | +301.4% | -45.0% | +346.4% | +337.7% |
| 5Y | +236.3% | -44.0% | +280.4% | +254.3% |
| All | +236.3% | -43.7% | +280.0% | +254.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling