+79.5%
GDXJ vs FIX
+15,962.2%
-15,882.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -2.9% |
| 7D | +0.2% | +6.0% | -5.9% | -1.0% |
| 30D | +17.9% | -7.2% | +25.1% | +19.5% |
| 3M | +15.3% | -15.9% | +31.2% | +18.7% |
| 6M | -9.4% | +12.7% | -22.2% | -12.3% |
| YTD | +13.4% | +72.8% | -59.4% | +1.1% |
| 1Y | +59.7% | +122.9% | -63.2% | +34.8% |
| 3Y | +283.6% | +774.3% | -490.8% | +135.0% |
| 5Y | +217.6% | +2,049.5% | -1,831.9% | +60.2% |
| 10Y | +225.7% | +5,821.5% | -5,595.8% | +24.0% |
| All | +79.5% | +15,962.2% | -15,882.7% | -58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling