+77.5%
GDXJ vs IBN
+383.3%
-305.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.4% | -0.5% |
| 7D | +4.3% | -2.2% | +6.5% | +4.9% |
| 30D | +8.4% | -2.3% | +10.7% | +9.1% |
| 3M | +25.5% | +15.9% | +9.7% | +21.0% |
| 6M | -6.3% | +5.6% | -11.9% | -7.5% |
| YTD | +12.1% | -0.1% | +12.2% | +12.0% |
| 1Y | +51.1% | -6.5% | +57.6% | +53.0% |
| 3Y | +296.1% | +29.3% | +266.8% | +268.2% |
| 5Y | +228.1% | +56.6% | +171.5% | +187.9% |
| 10Y | +211.8% | +314.4% | -102.6% | +98.5% |
| All | +77.5% | +383.3% | -305.8% | -6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling