+21.8%
GDXJ vs GEN
+20.2%
+1.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.0% | +5.7% | +9.2% |
| 7D | -0.2% | +26.9% | -27.0% | -2.6% |
| 30D | -7.6% | +38.6% | -46.2% | -11.2% |
| 3M | +2.3% | +9.7% | -7.5% | +1.5% |
| 6M | -7.8% | +58.9% | -66.7% | -16.3% |
| YTD | -8.4% | +15.3% | -23.7% | -9.5% |
| 1Y | +21.8% | +21.8% | 0.0% | +21.2% |
| All | +21.8% | +20.2% | +1.6% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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