+224.9%
GDXJ vs DOCS
+47.6%
+177.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.8% | +3.0% |
| 7D | +13.4% | -0.8% | +14.2% | +13.5% |
| 30D | -1.3% | +17.4% | -18.7% | -2.2% |
| 3M | -1.5% | +57.4% | -58.9% | -4.6% |
| 6M | -12.2% | +26.5% | -38.8% | -14.2% |
| YTD | -5.3% | -26.6% | +21.3% | -4.5% |
| 1Y | +22.0% | -48.1% | +70.0% | +25.5% |
| 3Y | +224.9% | +52.6% | +172.3% | +194.5% |
| All | +224.9% | +47.6% | +177.4% | +194.5% |
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