+77.5%
GDXJ vs BEN
+73.9%
+3.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | +4.3% | +4.7% | -0.4% | +2.8% |
| 30D | +8.4% | +2.6% | +5.8% | +7.5% |
| 3M | +25.5% | +11.5% | +14.0% | +21.3% |
| 6M | -6.3% | +35.3% | -41.7% | -14.7% |
| YTD | +12.1% | +48.6% | -36.5% | -1.2% |
| 1Y | +51.1% | +46.7% | +4.4% | +33.4% |
| 3Y | +296.1% | +57.0% | +239.1% | +234.3% |
| 5Y | +228.1% | +41.8% | +186.3% | +178.0% |
| 10Y | +211.8% | +55.2% | +156.6% | +132.4% |
| All | +77.5% | +73.9% | +3.6% | +16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling