+2.8%
GDXJ vs FE
+5.8%
-3.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.9% |
| 7D | -8.1% | +1.2% | -9.3% | -8.4% |
| 30D | -5.5% | +4.5% | -10.0% | -6.7% |
| 3M | -14.6% | +1.3% | -15.9% | -15.1% |
| 6M | -23.2% | +8.7% | -31.9% | -25.3% |
| YTD | -13.0% | +9.2% | -22.2% | -8.7% |
| 1Y | +2.8% | +7.0% | -4.2% | +9.2% |
| All | +2.8% | +5.8% | -3.1% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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