+79.8%
GDXJ vs JBL
+2,409.7%
-2,329.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +0.9% | +4.0% | -3.1% | -0.1% |
| 30D | +8.8% | -7.5% | +16.3% | +10.7% |
| 3M | +29.8% | -14.1% | +43.9% | +34.0% |
| 6M | -5.8% | +25.9% | -31.7% | -11.4% |
| YTD | +13.6% | +36.7% | -23.1% | +4.5% |
| 1Y | +54.5% | +49.0% | +5.5% | +39.0% |
| 3Y | +301.4% | +191.8% | +109.6% | +194.2% |
| 5Y | +236.3% | +409.8% | -173.4% | +111.1% |
| 10Y | +240.1% | +1,509.2% | -1,269.1% | +54.6% |
| All | +79.8% | +2,409.7% | -2,329.9% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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