+18.4%
GDXJ vs MOS
-8.6%
+27.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.1% | +4.1% |
| 7D | +16.4% | +19.7% | -3.3% | +7.2% |
| 30D | -1.2% | +21.5% | -22.7% | -9.7% |
| 3M | -3.9% | -0.4% | -3.5% | -4.5% |
| 6M | -10.2% | +4.5% | -14.7% | -13.2% |
| YTD | -0.6% | -2.9% | +2.3% | +2.9% |
| All | +18.4% | -8.6% | +27.1% | +23.4% |
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