+18.5%
GDXJ vs IBKR
+9.8%
+8.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.5% | +9.1% | +9.2% |
| 7D | -0.2% | -6.8% | +6.6% | +4.8% |
| 30D | -7.6% | -12.5% | +4.9% | +1.5% |
| 3M | +2.3% | -12.0% | +14.3% | +11.4% |
| 6M | -7.8% | -4.5% | -3.3% | -5.5% |
| YTD | -8.4% | +21.5% | -29.8% | -19.6% |
| All | +18.5% | +9.8% | +8.6% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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