+79.8%
GDXJ vs GIS
+97.5%
-17.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.7% |
| 7D | +0.9% | -8.6% | +9.5% | +2.9% |
| 30D | +8.8% | -0.5% | +9.3% | +8.8% |
| 3M | +29.8% | +11.9% | +17.9% | +25.9% |
| 6M | -5.8% | -11.6% | +5.8% | -3.6% |
| YTD | +13.6% | -16.3% | +29.9% | +17.4% |
| 1Y | +54.5% | -21.8% | +76.2% | +61.7% |
| 3Y | +301.4% | -35.7% | +337.0% | +335.6% |
| 5Y | +236.3% | -22.9% | +259.2% | +241.8% |
| 10Y | +240.1% | -16.8% | +256.9% | +242.1% |
| All | +79.8% | +97.5% | -17.7% | +24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling