+21.8%
GDXJ vs BEN
+56.2%
-34.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.7% | +5.0% | +6.8% |
| 7D | -0.2% | +6.7% | -6.9% | -3.8% |
| 30D | -7.6% | +3.0% | -10.6% | -9.3% |
| 3M | +2.3% | -4.3% | +6.6% | +4.3% |
| 6M | -7.8% | +16.4% | -24.2% | -14.2% |
| YTD | -8.4% | +46.8% | -55.2% | -23.5% |
| 1Y | +21.8% | +57.3% | -35.6% | -2.2% |
| All | +21.8% | +56.2% | -34.5% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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