+281.7%
GDXJ vs EW
+17.2%
+264.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.1% |
| 7D | -6.2% | -3.4% | -2.9% | -5.6% |
| 30D | +4.6% | -7.4% | +12.0% | +6.3% |
| 3M | +31.3% | +0.9% | +30.3% | +30.9% |
| 6M | -10.7% | +1.2% | -11.8% | -11.0% |
| YTD | +9.1% | +1.8% | +7.3% | +8.5% |
| 1Y | +44.1% | +10.8% | +33.3% | +41.5% |
| All | +281.7% | +17.2% | +264.4% | +256.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 3y: compounded portfolio wealth divided by compounded EW 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…
3y analysis · Full analysis span regression · 6 months rolling