+49.9%
GDXJ vs IP
+179.8%
-129.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.6% |
| 7D | +13.4% | -5.1% | +18.5% | +14.9% |
| 30D | -1.3% | +8.5% | -9.8% | -3.4% |
| 3M | -1.5% | -13.8% | +12.3% | +2.1% |
| 6M | -12.2% | +5.7% | -18.0% | -13.7% |
| YTD | -5.3% | -9.1% | +3.8% | -4.2% |
| 1Y | +22.0% | -0.8% | +22.8% | +20.7% |
| 3Y | +224.9% | +14.8% | +210.1% | +195.4% |
| 5Y | +160.6% | -11.5% | +172.2% | +150.6% |
| 10Y | +203.0% | +27.9% | +175.1% | +142.3% |
| All | +49.9% | +179.8% | -129.9% | -24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling