+236.3%
GDXJ vs ALB
-43.9%
+280.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.2% | +2.0% |
| 7D | +0.9% | -8.6% | +9.5% | +2.9% |
| 30D | +8.8% | -4.0% | +12.9% | +9.6% |
| 3M | +29.8% | -17.4% | +47.2% | +35.0% |
| 6M | -5.8% | -25.4% | +19.6% | -0.4% |
| YTD | +13.6% | -10.5% | +24.1% | +16.3% |
| 1Y | +54.5% | +75.8% | -21.4% | +39.9% |
| 3Y | +301.4% | -28.5% | +329.9% | +310.4% |
| 5Y | +236.3% | -45.1% | +281.4% | +257.5% |
| All | +236.3% | -43.9% | +280.2% | +257.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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