+236.3%
GDXJ vs DRI
+68.4%
+167.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +3.0% | +1.7% |
| 7D | +0.9% | -4.8% | +5.8% | +1.9% |
| 30D | +8.8% | -3.9% | +12.7% | +9.6% |
| 3M | +29.8% | +5.1% | +24.8% | +28.6% |
| 6M | -5.8% | +5.5% | -11.3% | -7.0% |
| YTD | +13.6% | +16.5% | -2.9% | +9.7% |
| 1Y | +54.5% | +2.0% | +52.5% | +53.0% |
| 3Y | +301.4% | +54.5% | +246.9% | +251.6% |
| 5Y | +236.3% | +66.6% | +169.8% | +179.5% |
| All | +236.3% | +68.4% | +167.9% | +179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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