+59.7%
GDXJ vs EWZ
+36.3%
+23.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.8% |
| 7D | +0.2% | +6.5% | -6.3% | -6.3% |
| 30D | +17.9% | +4.8% | +13.0% | +11.9% |
| 3M | +15.3% | +9.9% | +5.4% | +4.5% |
| 6M | -9.4% | +1.9% | -11.4% | -11.5% |
| YTD | +13.4% | +20.3% | -6.9% | +2.7% |
| 1Y | +59.7% | +35.6% | +24.0% | +32.5% |
| All | +59.7% | +36.3% | +23.3% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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