+224.9%
GDXJ vs DOCN
+189.9%
+35.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +2.5% |
| 7D | +13.4% | -19.2% | +32.6% | +15.8% |
| 30D | -1.3% | -43.1% | +41.8% | +4.7% |
| 3M | -1.5% | -40.7% | +39.2% | +3.5% |
| 6M | -12.2% | -55.0% | +42.8% | -5.7% |
| YTD | -5.3% | +50.6% | -55.9% | -12.2% |
| 1Y | +22.0% | +54.0% | -32.0% | +12.7% |
| 3Y | +224.9% | +203.9% | +21.0% | +164.0% |
| All | +224.9% | +189.9% | +35.0% | +164.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 3y: compounded portfolio wealth divided by compounded DOCN 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…
3y analysis · Full analysis span regression · 6 months rolling