+37.8%
GDXJ vs ASX
+2,232.3%
-2,194.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.1% |
| 7D | -8.1% | +12.4% | -20.5% | -11.0% |
| 30D | -5.5% | -19.8% | +14.3% | -1.2% |
| 3M | -14.6% | -10.3% | -4.2% | -13.5% |
| 6M | -23.2% | +1.2% | -24.4% | -25.8% |
| YTD | -13.0% | +123.0% | -136.0% | -31.9% |
| 1Y | +2.8% | +145.4% | -142.7% | -21.6% |
| 3Y | +221.5% | +368.6% | -147.1% | +102.8% |
| 5Y | +123.4% | +486.0% | -362.7% | +29.5% |
| 10Y | +238.2% | +941.0% | -702.9% | +59.4% |
| All | +37.8% | +2,232.3% | -2,194.5% | -56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling