+236.3%
GDXJ vs ASX
+490.0%
-253.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | +0.3% |
| 7D | +0.9% | +11.1% | -10.2% | -2.4% |
| 30D | +8.8% | +9.6% | -0.8% | +5.5% |
| 3M | +29.8% | +18.6% | +11.2% | +21.0% |
| 6M | -5.8% | +92.1% | -97.9% | -24.9% |
| YTD | +13.6% | +158.5% | -144.9% | -17.0% |
| 1Y | +54.5% | +271.9% | -217.4% | +1.3% |
| 3Y | +301.4% | +465.2% | -163.9% | +125.6% |
| 5Y | +236.3% | +479.4% | -243.1% | +68.3% |
| All | +236.3% | +490.0% | -253.7% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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