+240.1%
GDXJ vs MSCI
+615.8%
-375.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +1.2% |
| 7D | +0.9% | -1.1% | +2.0% | +1.2% |
| 30D | +8.8% | -1.2% | +10.0% | +9.0% |
| 3M | +29.8% | -8.4% | +38.2% | +31.9% |
| 6M | -5.8% | -1.0% | -4.8% | -6.5% |
| YTD | +13.6% | -2.3% | +15.9% | +12.6% |
| 1Y | +54.5% | -1.2% | +55.6% | +52.4% |
| 3Y | +301.4% | +7.9% | +293.5% | +277.7% |
| 5Y | +236.3% | -10.1% | +246.4% | +221.7% |
| 10Y | +240.1% | +631.0% | -390.9% | +92.7% |
| All | +240.1% | +615.8% | -375.7% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling