+54.5%
GDXJ vs D
+17.3%
+37.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.7% |
| 7D | +0.9% | -0.4% | +1.4% | +1.0% |
| 30D | +8.8% | -2.1% | +10.9% | +9.2% |
| 3M | +29.8% | -0.7% | +30.6% | +29.3% |
| 6M | -5.8% | +5.6% | -11.4% | -7.8% |
| YTD | +13.6% | +14.6% | -1.0% | +9.4% |
| 1Y | +54.5% | +15.3% | +39.1% | +48.0% |
| All | +54.5% | +17.3% | +37.2% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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