+211.8%
GDXJ vs FIX
+5,976.4%
-5,764.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.5% | -1.6% |
| 7D | +4.3% | +6.1% | -1.8% | +3.2% |
| 30D | +8.4% | -2.7% | +11.1% | +8.8% |
| 3M | +25.5% | -10.9% | +36.5% | +27.4% |
| 6M | -6.3% | +29.0% | -35.3% | -10.9% |
| YTD | +12.1% | +76.9% | -64.8% | +1.5% |
| 1Y | +51.1% | +130.7% | -79.7% | +30.8% |
| 3Y | +296.1% | +790.7% | -494.6% | +165.4% |
| 5Y | +228.1% | +2,185.6% | -1,957.5% | +90.0% |
| 10Y | +211.8% | +5,993.3% | -5,781.5% | +77.4% |
| All | +211.8% | +5,976.4% | -5,764.6% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling