+229.8%
GDXJ vs MLM
+41.9%
+187.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.9% |
| 7D | +0.2% | -2.9% | +3.1% | +1.3% |
| 30D | +17.9% | -6.8% | +24.7% | +21.2% |
| 3M | +15.3% | -11.2% | +26.5% | +20.5% |
| 6M | -9.4% | -21.8% | +12.4% | -1.0% |
| YTD | +13.4% | -17.0% | +30.4% | +21.2% |
| 1Y | +59.7% | -16.4% | +76.0% | +69.8% |
| 3Y | +283.6% | +14.5% | +269.1% | +260.9% |
| All | +229.8% | +41.9% | +187.9% | +174.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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