+79.5%
GDXJ vs ALL
+1,187.6%
-1,108.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.1% | -2.2% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +17.9% | -1.5% | +19.3% | +18.0% |
| 3M | +15.3% | +23.6% | -8.3% | +8.6% |
| 6M | -9.4% | +22.3% | -31.8% | -14.7% |
| YTD | +13.4% | +26.5% | -13.1% | +5.4% |
| 1Y | +59.7% | +27.0% | +32.6% | +47.7% |
| 3Y | +283.6% | +149.6% | +134.0% | +188.0% |
| 5Y | +217.6% | +118.1% | +99.5% | +143.4% |
| 10Y | +225.7% | +369.0% | -143.3% | +83.2% |
| All | +79.5% | +1,187.6% | -1,108.1% | -46.5% |
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