+10.9%
GDXJ vs D
+17.0%
-6.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.2% | -6.2% | -6.0% |
| 7D | +11.8% | +2.4% | +9.4% | +11.3% |
| 30D | -7.1% | +10.9% | -18.0% | -8.5% |
| 3M | -10.5% | +2.8% | -13.4% | -10.7% |
| 6M | -15.5% | +12.7% | -28.2% | -17.9% |
| YTD | -6.6% | +20.3% | -26.9% | -8.8% |
| All | +10.9% | +17.0% | -6.1% | +9.3% |
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