+47.9%
GDXJ vs DAL
+1,275.5%
-1,227.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.4% | -6.4% | -6.0% |
| 7D | +11.8% | +10.7% | +1.1% | +10.4% |
| 30D | -7.1% | +12.5% | -19.6% | -8.5% |
| 3M | -10.5% | +3.6% | -14.1% | -11.0% |
| 6M | -15.5% | +26.7% | -42.3% | -18.0% |
| YTD | -6.6% | +34.3% | -40.8% | -10.2% |
| 1Y | +11.3% | +59.1% | -47.8% | +5.0% |
| 3Y | +242.0% | +179.9% | +62.1% | +196.9% |
| 5Y | +147.7% | +119.1% | +28.5% | +117.7% |
| 10Y | +233.7% | +125.6% | +108.1% | +182.0% |
| All | +47.9% | +1,275.5% | -1,227.6% | -8.9% |
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