+18.5%
GDXJ vs MRSH
+18.1%
+0.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.3% | +6.3% | +11.0% |
| 7D | -0.2% | +9.4% | -9.6% | +4.0% |
| 30D | -7.6% | +23.4% | -31.0% | +1.9% |
| 3M | +2.3% | +9.9% | -7.6% | +6.8% |
| 6M | -7.8% | +26.0% | -33.9% | +4.1% |
| YTD | -8.4% | +15.2% | -23.6% | +2.0% |
| All | +18.5% | +18.1% | +0.3% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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