+229.8%
GDXJ vs IP
-17.2%
+247.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -3.0% |
| 7D | +0.2% | -5.3% | +5.4% | +1.4% |
| 30D | +17.9% | -10.9% | +28.7% | +20.8% |
| 3M | +15.3% | +11.2% | +4.1% | +12.6% |
| 6M | -9.4% | -10.2% | +0.8% | -8.5% |
| YTD | +13.4% | -2.0% | +15.4% | +12.6% |
| 1Y | +59.7% | -19.1% | +78.8% | +63.3% |
| 3Y | +283.6% | +20.9% | +262.7% | +235.5% |
| All | +229.8% | -17.2% | +247.0% | +204.3% |
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