+281.7%
GDXJ vs AEE
+46.3%
+235.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.5% |
| 7D | -6.2% | -0.7% | -5.5% | -6.0% |
| 30D | +4.6% | -2.0% | +6.6% | +5.3% |
| 3M | +31.3% | -2.8% | +34.1% | +32.2% |
| 6M | -10.7% | -3.6% | -7.1% | -9.9% |
| YTD | +9.1% | +7.3% | +1.8% | +5.0% |
| 1Y | +44.1% | +8.7% | +35.4% | +37.9% |
| All | +281.7% | +46.3% | +235.4% | +201.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling