+140.4%
GDXJ vs MSCI
+7.4%
+133.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.6% | -7.6% | -6.3% |
| 7D | +11.8% | +2.7% | +9.1% | +11.1% |
| 30D | -7.1% | +16.2% | -23.3% | -10.3% |
| 3M | -10.5% | +17.1% | -27.6% | -13.8% |
| 6M | -15.5% | +13.0% | -28.5% | -18.6% |
| YTD | -6.6% | +15.8% | -22.3% | -11.1% |
| 1Y | +11.3% | +15.5% | -4.1% | +6.0% |
| 3Y | +242.0% | +32.3% | +209.6% | +202.1% |
| All | +140.4% | +7.4% | +133.0% | +111.1% |
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