+228.1%
GDXJ vs AVAV
+44.7%
+183.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.0% | -1.6% |
| 7D | +4.3% | +3.2% | +1.1% | +3.8% |
| 30D | +8.4% | -20.3% | +28.8% | +11.8% |
| 3M | +25.5% | -19.4% | +45.0% | +28.4% |
| 6M | -6.3% | -35.3% | +28.9% | -1.9% |
| YTD | +12.1% | -38.5% | +50.6% | +16.6% |
| 1Y | +51.1% | -37.2% | +88.3% | +55.6% |
| 3Y | +296.1% | +31.1% | +265.0% | +251.9% |
| 5Y | +228.1% | +41.0% | +187.1% | +175.8% |
| All | +228.1% | +44.7% | +183.4% | +175.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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