+228.1%
GDXJ vs MPC
+655.4%
-427.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.4% | -1.5% |
| 7D | +4.3% | +3.9% | +0.4% | +3.7% |
| 30D | +8.4% | +33.8% | -25.3% | +3.2% |
| 3M | +25.5% | +49.9% | -24.3% | +16.7% |
| 6M | -6.3% | +80.9% | -87.3% | -17.1% |
| YTD | +12.1% | +147.4% | -135.3% | -7.9% |
| 1Y | +51.1% | +123.2% | -72.1% | +27.0% |
| 3Y | +296.1% | +171.7% | +124.3% | +208.0% |
| 5Y | +228.1% | +678.6% | -450.5% | +82.7% |
| All | +228.1% | +655.4% | -427.3% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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