+209.1%
GDXJ vs DOCN
+171.0%
+38.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -2.8% |
| 7D | +0.2% | +1.1% | -1.0% | 0.0% |
| 30D | +17.9% | -9.6% | +27.5% | +18.9% |
| 3M | +15.3% | -37.7% | +53.0% | +20.4% |
| 6M | -9.4% | +115.2% | -124.7% | -18.7% |
| YTD | +13.4% | +133.7% | -120.3% | +0.4% |
| 1Y | +59.7% | +250.2% | -190.5% | +34.7% |
| 3Y | +283.6% | +320.3% | -36.7% | +206.5% |
| 5Y | +217.6% | +53.1% | +164.5% | +164.1% |
| All | +209.1% | +171.0% | +38.1% | +149.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling