+226.9%
GDXJ vs AMIX
-100.0%
+326.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +13.4% | -16.0% | +29.5% | +13.5% |
| 30D | -1.3% | -55.4% | +54.1% | -0.9% |
| 3M | -1.5% | -87.5% | +86.0% | -0.8% |
| 6M | -12.2% | -81.2% | +69.0% | -13.2% |
| YTD | -5.3% | -86.8% | +81.5% | -6.5% |
| 1Y | +22.0% | -91.6% | +113.6% | +20.4% |
| All | +226.9% | -100.0% | +326.8% | +234.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling