+59.7%
GDXJ vs AZN
+0.4%
+59.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.1% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +17.9% | +0.7% | +17.1% | +17.7% |
| 3M | +15.3% | -10.5% | +25.8% | +17.8% |
| 6M | -9.4% | -19.3% | +9.8% | -5.4% |
| YTD | +13.4% | -10.6% | +24.0% | +18.4% |
| 1Y | +59.7% | +0.5% | +59.1% | +66.0% |
| All | +59.7% | +0.4% | +59.3% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 1y: compounded portfolio wealth divided by compounded AZN 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…
1y analysis · Full analysis span regression · 6 months rolling