+236.3%
GDXJ vs DAR
-8.0%
+244.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | +8.8% | +7.4% | +1.4% | +6.9% |
| 3M | +29.8% | +15.7% | +14.2% | +25.0% |
| 6M | -5.8% | +30.0% | -35.8% | -12.1% |
| YTD | +13.6% | +87.5% | -73.9% | -2.6% |
| 1Y | +54.5% | +113.4% | -58.9% | +28.0% |
| 3Y | +301.4% | +15.3% | +286.1% | +279.9% |
| 5Y | +236.3% | -4.3% | +240.7% | +228.3% |
| All | +236.3% | -8.0% | +244.3% | +228.3% |
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