+215.1%
GDXJ vs ARWR
+1,081.9%
-866.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +0.9% | +1.0% |
| 7D | -2.8% | -4.0% | +1.2% | -2.5% |
| 30D | +5.0% | -5.0% | +10.0% | +5.5% |
| 3M | +24.1% | +11.3% | +12.7% | +22.8% |
| 6M | -7.4% | +42.6% | -49.9% | -10.2% |
| YTD | +10.2% | +24.8% | -14.6% | +7.8% |
| 1Y | +42.5% | +178.8% | -136.2% | +30.2% |
| 3Y | +285.7% | +183.3% | +102.4% | +240.7% |
| 5Y | +231.9% | +29.5% | +202.4% | +201.2% |
| All | +215.1% | +1,081.9% | -866.8% | +162.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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