+285.7%
GDXJ vs MRSH
-4.9%
+290.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.0% |
| 7D | -2.8% | -4.8% | +1.9% | -3.7% |
| 30D | +5.0% | -6.3% | +11.3% | +3.7% |
| 3M | +24.1% | +5.8% | +18.3% | +25.4% |
| 6M | -7.4% | +2.8% | -10.1% | -6.3% |
| YTD | +10.2% | -3.1% | +13.3% | +11.5% |
| 1Y | +42.5% | -11.3% | +53.8% | +45.3% |
| 3Y | +285.7% | -5.0% | +290.7% | +304.4% |
| All | +285.7% | -4.9% | +290.6% | +304.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling