+59.7%
GDXJ vs GIS
-18.7%
+78.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -2.7% |
| 7D | +0.2% | -7.8% | +8.0% | -0.5% |
| 30D | +17.9% | +6.6% | +11.3% | +18.5% |
| 3M | +15.3% | +21.0% | -5.7% | +17.3% |
| 6M | -9.4% | -9.1% | -0.4% | -10.4% |
| YTD | +13.4% | -13.6% | +27.0% | +13.0% |
| 1Y | +59.7% | -18.0% | +77.7% | +54.7% |
| All | +59.7% | -18.7% | +78.3% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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