+45.4%
GDXJ vs ALL
+1,200.6%
-1,155.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | +0.3% | -2.6% | +2.8% | +0.7% |
| 30D | -7.4% | +12.7% | -20.2% | -10.1% |
| 3M | -11.9% | +0.4% | -12.3% | -12.3% |
| 6M | -19.3% | +23.8% | -43.1% | -24.3% |
| YTD | -8.1% | +27.8% | -35.9% | -15.1% |
| 1Y | +9.1% | +28.9% | -19.8% | +0.5% |
| 3Y | +236.2% | +113.9% | +122.3% | +163.8% |
| 5Y | +136.3% | +157.4% | -21.0% | +71.6% |
| 10Y | +256.9% | +369.0% | -112.1% | +100.4% |
| All | +45.4% | +1,200.6% | -1,155.2% | -56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling