+215.1%
GDXJ vs EMR
+284.0%
-68.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.2% |
| 7D | -2.8% | -0.4% | -2.4% | -2.7% |
| 30D | +5.0% | -6.8% | +11.7% | +7.5% |
| 3M | +24.1% | +7.5% | +16.6% | +21.2% |
| 6M | -7.4% | +9.9% | -17.2% | -9.8% |
| YTD | +10.2% | +16.0% | -5.7% | +6.0% |
| 1Y | +42.5% | +12.4% | +30.1% | +38.0% |
| 3Y | +285.7% | +60.2% | +225.5% | +229.9% |
| 5Y | +231.9% | +67.9% | +164.0% | +176.5% |
| All | +215.1% | +284.0% | -68.9% | +113.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling