+59.7%
GDXJ vs ADVB
+5.8%
+53.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.5% |
| 7D | +0.2% | -3.8% | +3.9% | +0.2% |
| 30D | +17.9% | +17.6% | +0.3% | +17.8% |
| 3M | +15.3% | +119.1% | -103.8% | +13.8% |
| 6M | -9.4% | +103.4% | -112.8% | -11.3% |
| YTD | +13.4% | +59.8% | -46.4% | +11.0% |
| 1Y | +59.7% | +8.5% | +51.1% | +59.4% |
| All | +59.7% | +5.8% | +53.8% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling