+229.8%
GDXJ vs ALLE
+13.7%
+216.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.8% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | +17.9% | -6.8% | +24.7% | +20.8% |
| 3M | +15.3% | +21.0% | -5.7% | +7.5% |
| 6M | -9.4% | +1.1% | -10.5% | -10.1% |
| YTD | +13.4% | -0.5% | +13.9% | +13.1% |
| 1Y | +59.7% | -7.3% | +66.9% | +62.5% |
| 3Y | +283.6% | +42.3% | +241.3% | +230.6% |
| All | +229.8% | +13.7% | +216.1% | +163.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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