+231.2%
GDXJ vs ED
+147.1%
+84.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.0% |
| 7D | -8.1% | +2.1% | -10.2% | -8.6% |
| 30D | -5.5% | +10.4% | -15.9% | -8.2% |
| 3M | -14.6% | +12.5% | -27.1% | -17.5% |
| 6M | -23.2% | +14.9% | -38.1% | -26.6% |
| YTD | -13.0% | +24.8% | -37.8% | -19.2% |
| 1Y | +2.8% | +23.8% | -21.1% | -4.5% |
| 3Y | +221.5% | +51.6% | +169.8% | +176.8% |
| 5Y | +123.4% | +86.4% | +36.9% | +82.4% |
| All | +231.2% | +147.1% | +84.1% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling