+158.1%
GDXJ vs ACWI
+54.8%
+103.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.9% | +2.9% |
| 7D | +13.4% | -2.4% | +15.8% | +16.7% |
| 30D | -1.3% | -5.2% | +3.9% | +5.5% |
| 3M | -1.5% | -4.8% | +3.3% | +5.2% |
| 6M | -12.2% | -1.3% | -10.9% | -9.1% |
| YTD | -5.3% | +8.4% | -13.7% | -10.4% |
| 1Y | +22.0% | +11.0% | +11.0% | +13.0% |
| 3Y | +224.9% | +70.6% | +154.4% | +95.0% |
| All | +158.1% | +54.8% | +103.3% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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