+158.1%
GDXJ vs IP
-12.0%
+170.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.6% |
| 7D | +13.4% | -5.1% | +18.5% | +14.8% |
| 30D | -1.3% | +8.5% | -9.8% | -3.2% |
| 3M | -1.5% | -13.8% | +12.3% | +1.6% |
| 6M | -12.2% | +5.7% | -18.0% | -13.5% |
| YTD | -5.3% | -9.1% | +3.8% | -4.5% |
| 1Y | +22.0% | -0.8% | +22.8% | +21.0% |
| 3Y | +224.9% | +14.8% | +210.1% | +185.4% |
| All | +158.1% | -12.0% | +170.1% | +140.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling