+59.7%
GDXJ vs FITB
+23.7%
+36.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | +0.2% | +0.6% | -0.4% | 0.0% |
| 30D | +17.9% | -4.7% | +22.6% | +18.6% |
| 3M | +15.3% | +6.7% | +8.6% | +13.1% |
| 6M | -9.4% | +12.6% | -22.0% | -13.9% |
| YTD | +13.4% | +19.1% | -5.7% | +7.8% |
| 1Y | +59.7% | +22.6% | +37.0% | +48.5% |
| All | +59.7% | +23.7% | +36.0% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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