+231.2%
GDXJ vs DAL
+108.0%
+123.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -8.1% | -1.1% | -7.0% | -7.9% |
| 30D | -5.5% | +12.8% | -18.3% | -7.4% |
| 3M | -14.6% | -5.3% | -9.3% | -13.8% |
| 6M | -23.2% | +22.4% | -45.6% | -25.9% |
| YTD | -13.0% | +25.6% | -38.6% | -16.6% |
| 1Y | +2.8% | +45.5% | -42.8% | -3.8% |
| 3Y | +221.5% | +161.0% | +60.5% | +165.6% |
| 5Y | +123.4% | +112.2% | +11.1% | +86.8% |
| All | +231.2% | +108.0% | +123.2% | +166.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling