+236.3%
GDXJ vs MDB
-24.3%
+260.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.7% | +1.3% |
| 7D | +0.9% | -4.5% | +5.5% | +1.5% |
| 30D | +8.8% | -14.0% | +22.8% | +10.3% |
| 3M | +29.8% | +5.3% | +24.5% | +28.1% |
| 6M | -5.8% | +31.9% | -37.7% | -10.2% |
| YTD | +13.6% | -14.6% | +28.2% | +13.5% |
| 1Y | +54.5% | +8.2% | +46.2% | +49.8% |
| 3Y | +301.4% | -5.0% | +306.4% | +277.8% |
| 5Y | +236.3% | -24.5% | +260.9% | +198.4% |
| All | +236.3% | -24.3% | +260.6% | +198.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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