+236.3%
GDXJ vs ALL
+115.1%
+121.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | -2.2% | +3.2% | +1.1% |
| 30D | +8.8% | -5.6% | +14.4% | +9.2% |
| 3M | +29.8% | +17.2% | +12.6% | +27.8% |
| 6M | -5.8% | +23.2% | -29.1% | -8.0% |
| YTD | +13.6% | +23.6% | -10.0% | +10.6% |
| 1Y | +54.5% | +29.2% | +25.3% | +49.0% |
| 3Y | +301.4% | +153.8% | +147.6% | +243.5% |
| 5Y | +236.3% | +116.1% | +120.3% | +204.3% |
| All | +236.3% | +115.1% | +121.2% | +204.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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