+79.5%
GDXJ vs DAL
+1,092.7%
-1,013.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -2.7% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +17.9% | -13.9% | +31.8% | +20.0% |
| 3M | +15.3% | +1.1% | +14.2% | +15.0% |
| 6M | -9.4% | +26.2% | -35.7% | -12.0% |
| YTD | +13.4% | +16.4% | -3.0% | +11.0% |
| 1Y | +59.7% | +33.9% | +25.8% | +53.6% |
| 3Y | +283.6% | +93.4% | +190.2% | +247.2% |
| 5Y | +217.6% | +106.4% | +111.2% | +181.4% |
| 10Y | +225.7% | +143.0% | +82.7% | +177.1% |
| All | +79.5% | +1,092.7% | -1,013.1% | +12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling