+124.7%
GDXJ vs DOCN
-24.0%
+148.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.4% | -8.0% | -5.1% |
| 7D | -4.9% | +27.4% | -32.3% | -7.7% |
| 30D | -10.0% | -29.7% | +19.8% | -6.7% |
| 3M | -16.6% | -32.5% | +15.8% | -13.6% |
| 6M | -23.3% | -42.2% | +18.9% | -19.6% |
| YTD | -12.4% | +87.2% | -99.6% | -21.7% |
| 1Y | +0.5% | +86.2% | -85.7% | -10.1% |
| 3Y | +220.5% | +257.4% | -36.9% | +155.8% |
| 5Y | +124.7% | -27.4% | +152.1% | +98.8% |
| All | +124.7% | -24.0% | +148.7% | +98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling