+236.3%
GDXJ vs EW
-29.9%
+266.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +1.5% |
| 7D | +0.9% | -5.1% | +6.0% | +2.3% |
| 30D | +8.8% | -6.4% | +15.2% | +10.6% |
| 3M | +29.8% | -1.6% | +31.4% | +30.2% |
| 6M | -5.8% | +2.3% | -8.1% | -6.5% |
| YTD | +13.6% | +1.1% | +12.5% | +13.1% |
| 1Y | +54.5% | +8.0% | +46.5% | +51.1% |
| 3Y | +301.4% | +16.3% | +285.0% | +268.9% |
| 5Y | +236.3% | -29.4% | +265.7% | +240.2% |
| All | +236.3% | -29.9% | +266.2% | +240.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling