+144.6%
GDXJ vs MP
+271.0%
-126.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.8% |
| 7D | +0.3% | +2.3% | -2.0% | -0.1% |
| 30D | -7.4% | -15.3% | +7.8% | -4.9% |
| 3M | -11.9% | -33.5% | +21.6% | -5.9% |
| 6M | -19.3% | -45.5% | +26.2% | -11.5% |
| YTD | -8.1% | -27.3% | +19.1% | -3.9% |
| 1Y | +9.1% | -40.7% | +49.8% | +17.1% |
| 3Y | +236.2% | +145.9% | +90.4% | +167.9% |
| 5Y | +136.3% | -13.9% | +150.2% | +111.1% |
| All | +144.6% | +271.0% | -126.4% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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