+215.1%
GDXJ vs AMP
+589.3%
-374.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.9% |
| 7D | -2.8% | -0.5% | -2.3% | -2.7% |
| 30D | +5.0% | -1.3% | +6.3% | +5.2% |
| 3M | +24.1% | +24.2% | -0.1% | +19.2% |
| 6M | -7.4% | +24.6% | -31.9% | -11.1% |
| YTD | +10.2% | +14.8% | -4.6% | +7.1% |
| 1Y | +42.5% | +12.8% | +29.8% | +38.8% |
| 3Y | +285.7% | +69.0% | +216.7% | +243.7% |
| 5Y | +231.9% | +124.9% | +107.0% | +178.7% |
| All | +215.1% | +589.3% | -374.2% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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