+191.8%
GDXJ vs DOCS
-36.0%
+227.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.5% |
| 3M | +15.3% | +27.3% | -12.0% | +12.5% |
| 6M | -9.4% | -0.3% | -9.1% | -10.3% |
| YTD | +13.4% | -40.5% | +53.9% | +17.0% |
| 1Y | +59.7% | -61.5% | +121.2% | +70.5% |
| 3Y | +283.6% | +8.2% | +275.4% | +258.0% |
| 5Y | +217.6% | -73.4% | +291.0% | +212.3% |
| All | +191.8% | -36.0% | +227.8% | +174.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling