+151.0%
GDXJ vs DOCN
+70.4%
+80.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -15.9% | +16.4% | +2.3% |
| 7D | +3.8% | -29.3% | +33.1% | +7.6% |
| 30D | -7.7% | -46.0% | +38.3% | -1.6% |
| 3M | -4.3% | -43.2% | +38.9% | +1.0% |
| 6M | -7.4% | -53.7% | +46.3% | -0.7% |
| YTD | -7.9% | +46.9% | -54.8% | -14.7% |
| 1Y | +19.1% | +54.3% | -35.2% | +9.6% |
| 3Y | +212.2% | +185.5% | +26.7% | +159.7% |
| 5Y | +153.5% | -31.1% | +184.6% | +126.7% |
| All | +151.0% | +70.4% | +80.7% | +112.0% |
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 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