+51.1%
GDXJ vs MOS
-15.9%
+67.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -2.2% |
| 7D | +4.3% | +7.1% | -2.8% | +1.5% |
| 30D | +8.4% | +15.0% | -6.6% | +2.3% |
| 3M | +25.5% | +24.1% | +1.4% | +14.3% |
| 6M | -6.3% | +2.7% | -9.1% | -9.1% |
| YTD | +12.1% | +12.2% | -0.1% | +8.8% |
| 1Y | +51.1% | -16.3% | +67.3% | +53.9% |
| All | +51.1% | -15.9% | +67.0% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 1y: compounded portfolio wealth divided by compounded MOS 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…
1y analysis · Full analysis span regression · 6 months rolling