+79.5%
GDXJ vs ASX
+2,360.9%
-2,281.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +0.2% | -0.7% | +0.9% | +0.3% |
| 30D | +17.9% | +2.0% | +15.9% | +17.1% |
| 3M | +15.3% | -1.3% | +16.6% | +14.3% |
| 6M | -9.4% | +71.4% | -80.9% | -22.9% |
| YTD | +13.4% | +135.3% | -121.9% | -11.1% |
| 1Y | +59.7% | +267.5% | -207.8% | +11.3% |
| 3Y | +283.6% | +388.5% | -104.9% | +142.8% |
| 5Y | +217.6% | +417.1% | -199.5% | +91.9% |
| 10Y | +225.7% | +872.7% | -647.1% | +58.5% |
| All | +79.5% | +2,360.9% | -2,281.3% | -42.5% |
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