+74.5%
GDXJ vs BRKR
+386.7%
-312.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -2.8% | -8.7% | +5.9% | -1.0% |
| 30D | +5.0% | -9.9% | +14.8% | +7.3% |
| 3M | +24.1% | -3.1% | +27.2% | +23.6% |
| 6M | -7.4% | +45.5% | -52.8% | -15.5% |
| YTD | +10.2% | +13.7% | -3.5% | +5.4% |
| 1Y | +42.5% | +67.4% | -24.9% | +25.5% |
| 3Y | +285.7% | -13.2% | +298.9% | +275.5% |
| 5Y | +231.9% | -39.5% | +271.3% | +241.4% |
| 10Y | +230.0% | +153.5% | +76.5% | +133.1% |
| All | +74.5% | +386.7% | -312.2% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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