+79.5%
GDXJ vs EMB
+104.9%
-25.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +17.9% | -0.3% | +18.2% | +18.6% |
| 3M | +15.3% | -0.4% | +15.7% | +16.7% |
| 6M | -9.4% | +0.1% | -9.6% | -8.3% |
| YTD | +13.4% | +1.6% | +11.8% | +12.0% |
| 1Y | +59.7% | +5.6% | +54.0% | +47.9% |
| 3Y | +283.6% | +29.8% | +253.7% | +154.5% |
| 5Y | +217.6% | +7.3% | +210.3% | +192.4% |
| 10Y | +225.7% | +30.4% | +195.2% | +119.2% |
| All | +79.5% | +104.9% | -25.3% | -42.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling