+228.1%
GDXJ vs B
+154.3%
+73.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | +0.3% |
| 7D | +4.3% | +2.3% | +2.0% | +2.0% |
| 30D | +8.4% | +1.4% | +7.1% | +6.6% |
| 3M | +25.5% | +12.2% | +13.3% | +12.4% |
| 6M | -6.3% | -2.1% | -4.2% | -3.7% |
| YTD | +12.1% | +2.9% | +9.2% | +10.8% |
| 1Y | +51.1% | +55.3% | -4.3% | -0.5% |
| 3Y | +296.1% | +198.7% | +97.4% | +35.2% |
| 5Y | +228.1% | +153.8% | +74.3% | +33.6% |
| All | +228.1% | +154.3% | +73.8% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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