+215.1%
GDXJ vs AU
+699.0%
-483.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +0.7% |
| 7D | -2.8% | -4.3% | +1.5% | +0.3% |
| 30D | +5.0% | +7.3% | -2.4% | -0.4% |
| 3M | +24.1% | +26.3% | -2.3% | +4.8% |
| 6M | -7.4% | +1.8% | -9.1% | -8.8% |
| YTD | +10.2% | +26.8% | -16.6% | -7.2% |
| 1Y | +42.5% | +66.7% | -24.1% | -1.5% |
| 3Y | +285.7% | +579.1% | -293.4% | -9.2% |
| 5Y | +231.9% | +689.3% | -457.5% | -33.5% |
| All | +215.1% | +699.0% | -483.9% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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