+228.5%
GDXJ vs FN
+837.6%
-609.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +11.9% | -6.9% | +3.4% |
| 7D | +16.4% | +16.3% | +0.1% | +13.4% |
| 30D | -1.2% | -24.7% | +23.5% | +1.9% |
| 3M | -3.9% | -34.9% | +31.1% | +0.5% |
| 6M | -10.2% | -41.1% | +30.9% | -5.6% |
| YTD | -0.6% | -19.6% | +19.0% | -0.4% |
| 1Y | +24.3% | -18.5% | +42.9% | +24.2% |
| 3Y | +257.4% | +119.1% | +138.3% | +208.3% |
| 5Y | +166.5% | +206.9% | -40.5% | +117.2% |
| 10Y | +228.5% | +826.4% | -597.9% | +157.3% |
| All | +228.5% | +837.6% | -609.0% | +157.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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