+231.9%
GDXJ vs ARWR
+29.4%
+202.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.3% | -1.0% |
| 7D | +4.3% | +2.9% | +1.4% | +3.9% |
| 30D | +8.4% | -2.9% | +11.3% | +8.9% |
| 3M | +25.5% | +15.2% | +10.3% | +22.9% |
| 6M | -6.3% | +42.3% | -48.6% | -10.9% |
| YTD | +12.1% | +28.2% | -16.1% | +7.7% |
| 1Y | +51.1% | +213.2% | -162.2% | +29.3% |
| 3Y | +296.1% | +184.6% | +111.4% | +225.7% |
| All | +231.9% | +29.4% | +202.4% | +173.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling