+78.6%
GDXJ vs GNRC
+2,020.8%
-1,942.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.5% |
| 7D | -6.2% | -0.7% | -5.5% | -6.1% |
| 30D | +4.6% | -15.8% | +20.5% | +7.7% |
| 3M | +31.3% | -24.0% | +55.3% | +36.9% |
| 6M | -10.7% | -13.8% | +3.1% | -9.0% |
| YTD | +9.1% | +33.2% | -24.1% | +3.4% |
| 1Y | +44.1% | -1.8% | +45.9% | +42.8% |
| 3Y | +285.4% | +57.7% | +227.7% | +246.5% |
| 5Y | +228.4% | -59.7% | +288.1% | +244.8% |
| 10Y | +226.5% | +430.7% | -204.2% | +128.3% |
| All | +78.6% | +2,020.8% | -1,942.2% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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