+220.4%
GDXJ vs AGI
+400.3%
-179.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.4% |
| 7D | -2.8% | -2.7% | -0.1% | -0.3% |
| 30D | +5.0% | +7.2% | -2.3% | -1.2% |
| 3M | +24.1% | +4.3% | +19.8% | +18.7% |
| 6M | -7.4% | -27.1% | +19.7% | +22.5% |
| YTD | +10.2% | -6.6% | +16.8% | +15.8% |
| 1Y | +42.5% | +9.5% | +33.0% | +29.9% |
| 3Y | +285.7% | +208.4% | +77.3% | +37.8% |
| All | +220.4% | +400.3% | -179.9% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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