+59.7%
GDXJ vs EMR
+19.4%
+40.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -3.9% |
| 7D | +0.2% | -1.5% | +1.7% | +1.4% |
| 30D | +17.9% | -5.6% | +23.5% | +23.2% |
| 3M | +15.3% | +7.9% | +7.4% | +8.2% |
| 6M | -9.4% | +6.0% | -15.5% | -15.0% |
| YTD | +13.4% | +16.4% | -3.0% | +3.8% |
| 1Y | +59.7% | +16.6% | +43.0% | +45.7% |
| All | +59.7% | +19.4% | +40.2% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 1y: compounded portfolio wealth divided by compounded EMR 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…
1y analysis · Full analysis span regression · 6 months rolling