+228.4%
GDXJ vs GRMN
+73.8%
+154.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -6.2% | -1.8% | -4.4% | -5.8% |
| 30D | +4.6% | -12.1% | +16.7% | +8.1% |
| 3M | +31.3% | +18.0% | +13.3% | +25.0% |
| 6M | -10.7% | +13.7% | -24.4% | -13.9% |
| YTD | +9.1% | +35.3% | -26.2% | +0.9% |
| 1Y | +44.1% | +17.2% | +26.9% | +37.2% |
| 3Y | +285.4% | +179.6% | +105.8% | +168.3% |
| 5Y | +228.4% | +75.6% | +152.8% | +124.6% |
| All | +228.4% | +73.8% | +154.6% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling