+215.1%
GDXJ vs IBN
+324.2%
-109.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.7% |
| 7D | -2.8% | -3.0% | +0.2% | -2.2% |
| 30D | +5.0% | -1.5% | +6.5% | +5.3% |
| 3M | +24.1% | +7.9% | +16.1% | +22.2% |
| 6M | -7.4% | +8.6% | -16.0% | -8.8% |
| YTD | +10.2% | -0.6% | +10.8% | +10.2% |
| 1Y | +42.5% | -7.3% | +49.9% | +44.1% |
| 3Y | +285.7% | +26.2% | +259.5% | +265.9% |
| 5Y | +231.9% | +57.8% | +174.0% | +200.9% |
| All | +215.1% | +324.2% | -109.1% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling