+124.7%
GDXJ vs DAR
-29.6%
+154.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.2% | -6.9% | -5.1% |
| 7D | -4.9% | +9.2% | -14.1% | -6.6% |
| 30D | -10.0% | -12.3% | +2.3% | -7.7% |
| 3M | -16.6% | -12.7% | -3.9% | -14.8% |
| 6M | -23.3% | -12.8% | -10.5% | -21.9% |
| YTD | -12.4% | +53.8% | -66.2% | -22.3% |
| 1Y | +0.5% | +60.3% | -59.8% | -11.7% |
| 3Y | +220.5% | +31.7% | +188.7% | +184.7% |
| 5Y | +124.7% | -27.7% | +152.5% | +132.6% |
| All | +124.7% | -29.6% | +154.3% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling