+147.3%
GDXJ vs MNDY
-50.8%
+198.1%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.0% | -9.0% | -4.3% |
| 7D | -6.2% | -12.5% | +6.3% | -5.4% |
| 30D | +4.6% | -2.6% | +7.3% | +4.7% |
| 3M | +31.3% | +4.2% | +27.0% | +30.4% |
| 6M | -10.7% | +9.8% | -20.4% | -11.9% |
| YTD | +9.1% | -42.3% | +51.4% | +12.6% |
| 1Y | +44.1% | -54.5% | +98.7% | +51.1% |
| 3Y | +285.4% | -50.3% | +335.6% | +292.6% |
| 5Y | +228.4% | -77.1% | +305.5% | +226.8% |
| All | +147.3% | -50.8% | +198.1% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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