+59.7%
GDXJ vs INDA
-5.0%
+64.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.2% | +0.7% | -0.5% | -0.7% |
| 30D | +17.9% | -0.8% | +18.7% | +19.1% |
| 3M | +15.3% | +3.9% | +11.4% | +10.6% |
| 6M | -9.4% | -0.7% | -8.7% | -10.7% |
| YTD | +13.4% | -7.7% | +21.1% | +16.6% |
| 1Y | +59.7% | -5.1% | +64.8% | +61.2% |
| All | +59.7% | -5.0% | +64.6% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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