+215.1%
GDXJ vs GEN
+159.8%
+55.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.9% |
| 7D | -2.8% | -1.3% | -1.5% | -2.6% |
| 30D | +5.0% | +6.1% | -1.2% | +4.0% |
| 3M | +24.1% | +27.0% | -2.9% | +19.7% |
| 6M | -7.4% | +43.9% | -51.2% | -12.5% |
| YTD | +10.2% | +13.0% | -2.8% | +7.6% |
| 1Y | +42.5% | +4.0% | +38.5% | +40.6% |
| 3Y | +285.7% | +66.2% | +219.5% | +254.4% |
| 5Y | +231.9% | +23.2% | +208.7% | +212.1% |
| All | +215.1% | +159.8% | +55.3% | +178.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling