+325.7%
GDXJ vs DOW
-15.4%
+341.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | +4.3% | -2.9% | +7.2% | +5.0% |
| 30D | +8.4% | +2.0% | +6.5% | +7.8% |
| 3M | +25.5% | -12.5% | +38.1% | +29.0% |
| 6M | -6.3% | -9.2% | +2.9% | -6.2% |
| YTD | +12.1% | +30.8% | -18.7% | +1.0% |
| 1Y | +51.1% | +29.4% | +21.7% | +35.3% |
| 3Y | +296.1% | -34.6% | +330.6% | +328.3% |
| 5Y | +228.1% | -35.9% | +264.1% | +252.3% |
| All | +325.7% | -15.4% | +341.2% | +248.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling