+349.0%
GDXJ vs AMC
-97.5%
+446.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.3% | -3.3% | +4.9% |
| 7D | +16.4% | +6.6% | +9.8% | +16.3% |
| 30D | -1.2% | +14.1% | -15.3% | -1.2% |
| 3M | -3.9% | +31.3% | -35.2% | -3.9% |
| 6M | -10.2% | +126.7% | -136.8% | -10.3% |
| YTD | -0.6% | +117.9% | -118.6% | -0.8% |
| 1Y | +24.3% | +41.1% | -16.7% | +24.1% |
| 3Y | +257.4% | -61.0% | +318.4% | +256.6% |
| 5Y | +166.5% | -99.1% | +265.6% | +163.4% |
| 10Y | +228.5% | -98.7% | +327.2% | +261.0% |
| All | +349.0% | -97.5% | +446.5% | +406.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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