+153.5%
GDXJ vs DOC
-22.1%
+175.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | +3.8% | +6.2% | -2.4% | +1.2% |
| 30D | -7.7% | +6.5% | -14.2% | -10.4% |
| 3M | -4.3% | -6.2% | +2.0% | -1.6% |
| 6M | -7.4% | +25.6% | -33.0% | -17.3% |
| YTD | -7.9% | +32.1% | -40.0% | -19.7% |
| 1Y | +19.1% | +20.3% | -1.2% | +8.2% |
| 3Y | +212.2% | +42.7% | +169.5% | +154.6% |
| 5Y | +153.5% | -22.2% | +175.6% | +176.9% |
| All | +153.5% | -22.1% | +175.6% | +176.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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