+285.7%
GDXJ vs KVUE
-9.0%
+294.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | -2.8% | -5.1% | +2.3% | -2.5% |
| 30D | +5.0% | -6.3% | +11.3% | +5.4% |
| 3M | +24.1% | -0.5% | +24.6% | +24.2% |
| 6M | -7.4% | +3.1% | -10.4% | -7.5% |
| YTD | +10.2% | +6.7% | +3.5% | +10.2% |
| 1Y | +42.5% | -1.1% | +43.7% | +45.6% |
| 3Y | +285.7% | -8.7% | +294.5% | +285.5% |
| All | +285.7% | -9.0% | +294.7% | +285.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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