+239.3%
GDXJ vs IP
+19.6%
+219.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.3% | -1.4% |
| 7D | +0.3% | -2.8% | +3.0% | +0.8% |
| 30D | -7.4% | +9.2% | -16.6% | -9.0% |
| 3M | -11.9% | -16.1% | +4.3% | -9.3% |
| 6M | -19.3% | +9.6% | -28.9% | -20.4% |
| YTD | -8.1% | -8.8% | +0.6% | -7.8% |
| 1Y | +9.1% | -5.5% | +14.6% | +9.1% |
| All | +239.3% | +19.6% | +219.7% | +194.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 3y: compounded portfolio wealth divided by compounded IP 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…
3y analysis · Full analysis span regression · 6 months rolling