+285.7%
GDXJ vs JAAA
+19.0%
+266.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +0.9% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | +5.0% | +0.5% | +4.4% | +4.0% |
| 3M | +24.1% | +1.3% | +22.8% | +21.3% |
| 6M | -7.4% | +2.8% | -10.1% | -11.4% |
| YTD | +10.2% | +3.3% | +7.0% | +4.8% |
| 1Y | +42.5% | +4.9% | +37.6% | +32.8% |
| 3Y | +285.7% | +19.0% | +266.7% | +204.0% |
| All | +285.7% | +19.0% | +266.7% | +204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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