+228.4%
GDXJ vs DOW
-36.0%
+264.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.2% |
| 7D | -6.2% | -2.4% | -3.8% | -5.7% |
| 30D | +4.6% | -4.1% | +8.7% | +5.5% |
| 3M | +31.3% | -12.4% | +43.7% | +34.7% |
| 6M | -10.7% | -10.6% | -0.1% | -10.6% |
| YTD | +9.1% | +31.1% | -22.0% | -2.8% |
| 1Y | +44.1% | +30.5% | +13.6% | +27.4% |
| 3Y | +285.4% | -34.4% | +319.8% | +347.3% |
| 5Y | +228.4% | -35.5% | +263.9% | +265.0% |
| All | +228.4% | -36.0% | +264.4% | +265.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 5y: compounded portfolio wealth divided by compounded DOW 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…
5y analysis · Full analysis span regression · 6 months rolling