+396.4%
GDXJ vs MRNA
+554.4%
-158.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.4% | -4.3% | +0.7% |
| 7D | -2.8% | -1.1% | -1.7% | -2.7% |
| 30D | +5.0% | +126.1% | -121.2% | -6.5% |
| 3M | +24.1% | +190.0% | -166.0% | +8.0% |
| 6M | -7.4% | +157.2% | -164.6% | -18.7% |
| YTD | +10.2% | +388.2% | -378.0% | -7.8% |
| 1Y | +42.5% | +467.0% | -424.5% | +17.7% |
| 3Y | +285.7% | +36.1% | +249.6% | +241.1% |
| 5Y | +231.9% | -68.0% | +299.8% | +210.7% |
| All | +396.4% | +554.4% | -158.0% | +269.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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