+215.1%
GDXJ vs INFY
+80.1%
+135.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.7% |
| 7D | -2.8% | -5.4% | +2.6% | -1.6% |
| 30D | +5.0% | -9.9% | +14.8% | +7.4% |
| 3M | +24.1% | -4.6% | +28.6% | +24.5% |
| 6M | -7.4% | -18.5% | +11.1% | -3.8% |
| YTD | +10.2% | -36.5% | +46.8% | +21.2% |
| 1Y | +42.5% | -32.8% | +75.3% | +53.4% |
| 3Y | +285.7% | -32.2% | +317.9% | +307.3% |
| 5Y | +231.9% | -44.7% | +276.5% | +263.7% |
| All | +215.1% | +80.1% | +135.0% | +148.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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