+54.5%
GDXJ vs FGI
+93.3%
-38.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.0% | +1.3% |
| 7D | +0.9% | +14.7% | -13.8% | +1.0% |
| 30D | +8.8% | +67.0% | -58.1% | +8.7% |
| 3M | +29.8% | +31.0% | -1.2% | +29.8% |
| 6M | -5.8% | +126.8% | -132.6% | -7.1% |
| YTD | +13.6% | +35.6% | -22.0% | +12.2% |
| 1Y | +54.5% | +108.9% | -54.4% | +56.9% |
| All | +54.5% | +93.3% | -38.8% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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