+59.7%
GDXJ vs IJR
+25.5%
+34.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -3.0% |
| 7D | +0.2% | -0.2% | +0.3% | +0.5% |
| 30D | +17.9% | -2.4% | +20.3% | +21.9% |
| 3M | +15.3% | +3.9% | +11.4% | +9.9% |
| 6M | -9.4% | +12.4% | -21.8% | -21.5% |
| YTD | +13.4% | +21.5% | -8.1% | -8.0% |
| 1Y | +59.7% | +24.0% | +35.7% | +27.4% |
| All | +59.7% | +25.5% | +34.2% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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