+256.9%
GDXJ vs AMBA
+7.9%
+249.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.5% | -5.2% | -2.1% |
| 7D | +0.3% | +2.6% | -2.3% | -0.1% |
| 30D | -7.4% | -3.6% | -3.9% | -7.1% |
| 3M | -11.9% | -24.6% | +12.7% | -9.1% |
| 6M | -19.3% | -21.6% | +2.3% | -18.5% |
| YTD | -8.1% | -11.8% | +3.6% | -9.0% |
| 1Y | +9.1% | -33.2% | +42.2% | +11.1% |
| 3Y | +236.2% | +24.5% | +211.7% | +210.5% |
| 5Y | +136.3% | -67.7% | +204.0% | +133.2% |
| 10Y | +256.9% | +4.7% | +252.2% | +205.6% |
| All | +256.9% | +7.9% | +249.0% | +205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling