+215.1%
GDXJ vs MKSI
+524.1%
-309.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.6% |
| 7D | -2.8% | +2.7% | -5.5% | -3.3% |
| 30D | +5.0% | -12.8% | +17.8% | +7.7% |
| 3M | +24.1% | -22.5% | +46.6% | +28.9% |
| 6M | -7.4% | +19.4% | -26.7% | -11.5% |
| YTD | +10.2% | +67.7% | -57.5% | -1.3% |
| 1Y | +42.5% | +131.4% | -88.9% | +19.8% |
| 3Y | +285.7% | +197.3% | +88.4% | +196.5% |
| 5Y | +231.9% | +87.0% | +144.9% | +166.4% |
| All | +215.1% | +524.1% | -309.0% | +117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling