+79.5%
GDXJ vs EW
+1,233.5%
-1,154.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +17.9% | +1.0% | +16.8% | +17.6% |
| 3M | +15.3% | +2.8% | +12.5% | +14.6% |
| 6M | -9.4% | +5.5% | -14.9% | -10.5% |
| YTD | +13.4% | +5.5% | +7.9% | +12.1% |
| 1Y | +59.7% | +11.0% | +48.6% | +55.9% |
| 3Y | +283.6% | +17.7% | +265.9% | +261.9% |
| 5Y | +217.6% | -25.7% | +243.3% | +222.0% |
| 10Y | +225.7% | +132.8% | +92.9% | +166.2% |
| All | +79.5% | +1,233.5% | -1,154.0% | -17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling