+59.7%
GDXJ vs AMIX
-81.0%
+140.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.5% |
| 7D | +0.2% | -13.7% | +13.9% | +0.3% |
| 30D | +17.9% | -62.1% | +79.9% | +18.5% |
| 3M | +15.3% | -46.2% | +61.5% | +17.5% |
| 6M | -9.4% | -46.4% | +37.0% | -8.2% |
| YTD | +13.4% | -60.3% | +73.7% | +15.7% |
| 1Y | +59.7% | -79.7% | +139.3% | +70.8% |
| All | +59.7% | -81.0% | +140.6% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling