+220.4%
GDXJ vs MRSH
+18.2%
+202.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -2.8% | -4.8% | +1.9% | -2.2% |
| 30D | +5.0% | -6.3% | +11.3% | +5.8% |
| 3M | +24.1% | +5.8% | +18.3% | +22.6% |
| 6M | -7.4% | +2.8% | -10.1% | -8.4% |
| YTD | +10.2% | -3.1% | +13.3% | +10.3% |
| 1Y | +42.5% | -11.3% | +53.8% | +46.4% |
| 3Y | +285.7% | -5.0% | +290.7% | +277.8% |
| All | +220.4% | +18.2% | +202.2% | +184.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling