+79.5%
GDXJ vs AMT
+514.9%
-435.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.1% |
| 7D | +0.2% | -0.2% | +0.4% | +0.2% |
| 30D | +17.9% | +4.6% | +13.2% | +15.9% |
| 3M | +15.3% | -8.4% | +23.8% | +18.3% |
| 6M | -9.4% | -6.0% | -3.4% | -8.2% |
| YTD | +13.4% | +2.1% | +11.3% | +11.0% |
| 1Y | +59.7% | -6.4% | +66.0% | +60.9% |
| 3Y | +283.6% | +8.1% | +275.5% | +259.3% |
| 5Y | +217.6% | -31.9% | +249.5% | +250.2% |
| 10Y | +225.7% | +97.1% | +128.5% | +125.4% |
| All | +79.5% | +514.9% | -435.4% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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