+228.4%
GDXJ vs FND
-62.8%
+291.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.7% |
| 7D | -6.2% | -5.1% | -1.1% | -5.3% |
| 30D | +4.6% | -22.5% | +27.2% | +9.7% |
| 3M | +31.3% | -5.0% | +36.3% | +32.0% |
| 6M | -10.7% | -21.5% | +10.8% | -7.4% |
| YTD | +9.1% | -23.0% | +32.1% | +13.3% |
| 1Y | +44.1% | -44.9% | +89.0% | +57.5% |
| 3Y | +285.4% | -50.0% | +335.4% | +317.1% |
| 5Y | +228.4% | -63.3% | +291.7% | +232.4% |
| All | +228.4% | -62.8% | +291.2% | +232.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling