+223.4%
GDXJ vs GEN
+64.0%
+159.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.1% | -1.6% | -4.2% |
| 7D | -4.9% | -3.0% | -2.0% | -4.5% |
| 30D | -10.0% | +24.7% | -34.6% | -13.4% |
| 3M | -16.6% | +4.1% | -20.8% | -17.4% |
| 6M | -23.3% | +36.0% | -59.3% | -28.5% |
| YTD | -12.4% | +10.9% | -23.3% | -14.9% |
| 1Y | +0.5% | +12.2% | -11.7% | -2.6% |
| All | +223.4% | +64.0% | +159.4% | +139.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling