+242.0%
GDXJ vs EMB
+6.9%
+235.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.7% |
| 7D | +0.9% | 0.0% | +0.9% | +0.9% |
| 30D | +8.8% | -0.3% | +9.1% | +9.4% |
| 3M | +29.8% | -0.3% | +30.1% | +31.0% |
| 6M | -5.8% | +0.7% | -6.6% | -5.7% |
| YTD | +13.6% | +1.3% | +12.3% | +12.9% |
| 1Y | +54.5% | +4.7% | +49.8% | +46.0% |
| 3Y | +301.4% | +30.1% | +271.3% | +176.3% |
| All | +242.0% | +6.9% | +235.1% | +185.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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