+285.7%
GDXJ vs DUK
+47.2%
+238.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.0% |
| 7D | -2.8% | -0.7% | -2.1% | -2.6% |
| 30D | +5.0% | -2.4% | +7.4% | +5.8% |
| 3M | +24.1% | -3.0% | +27.1% | +25.0% |
| 6M | -7.4% | -6.6% | -0.8% | -5.2% |
| YTD | +10.2% | +4.6% | +5.7% | +6.4% |
| 1Y | +42.5% | +1.2% | +41.3% | +39.5% |
| 3Y | +285.7% | +45.7% | +240.1% | +175.8% |
| All | +285.7% | +47.2% | +238.6% | +175.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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