+21.8%
GDXJ vs FIS
-50.5%
+72.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -23.7% | +33.3% | +3.8% |
| 7D | -0.2% | -18.4% | +18.2% | -4.3% |
| 30D | -7.6% | -11.4% | +3.8% | -10.3% |
| 3M | +2.3% | -32.0% | +34.3% | -4.0% |
| 6M | -7.8% | -35.6% | +27.8% | -14.1% |
| YTD | -8.4% | -53.8% | +45.4% | -12.0% |
| 1Y | +21.8% | -51.1% | +72.9% | +14.0% |
| All | +21.8% | -50.5% | +72.3% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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