+228.1%
GDXJ vs MSCI
-10.9%
+239.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | -0.3% |
| 7D | +4.3% | -2.1% | +6.4% | +4.8% |
| 30D | +8.4% | -1.7% | +10.2% | +8.8% |
| 3M | +25.5% | -8.2% | +33.7% | +27.2% |
| 6M | -6.3% | -2.4% | -3.9% | -6.8% |
| YTD | +12.1% | -2.8% | +14.9% | +11.2% |
| 1Y | +51.1% | -2.7% | +53.7% | +49.4% |
| 3Y | +296.1% | +7.3% | +288.8% | +270.5% |
| 5Y | +228.1% | -11.4% | +239.5% | +188.0% |
| All | +228.1% | -10.9% | +239.0% | +188.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling