+295.6%
GDXJ vs DOCS
+9.5%
+286.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -2.3% |
| 7D | +0.2% | -1.4% | +1.6% | +0.3% |
| 30D | +17.9% | +21.8% | -4.0% | +15.8% |
| 3M | +15.3% | +27.3% | -12.0% | +13.0% |
| 6M | -9.4% | -0.3% | -9.1% | -10.2% |
| YTD | +13.4% | -40.5% | +53.9% | +16.2% |
| 1Y | +59.7% | -61.5% | +121.2% | +68.3% |
| All | +295.6% | +9.5% | +286.1% | +256.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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