+42.5%
GDXJ vs BEN
+45.3%
-2.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.8% | -3.1% | +0.3% | -1.4% |
| 30D | +5.0% | +0.2% | +4.8% | +4.9% |
| 3M | +24.1% | +6.8% | +17.2% | +20.4% |
| 6M | -7.4% | +38.1% | -45.5% | -16.4% |
| YTD | +10.2% | +44.3% | -34.1% | -1.3% |
| 1Y | +42.5% | +42.6% | 0.0% | +24.7% |
| All | +42.5% | +45.3% | -2.8% | +24.7% |
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