+47.9%
GDXJ vs MSCI
+2,198.9%
-2,150.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.6% | -7.6% | -6.4% |
| 7D | +11.8% | +2.7% | +9.1% | +11.1% |
| 30D | -7.1% | +16.2% | -23.3% | -10.7% |
| 3M | -10.5% | +17.1% | -27.6% | -14.2% |
| 6M | -15.5% | +13.0% | -28.5% | -18.8% |
| YTD | -6.6% | +15.8% | -22.3% | -11.4% |
| 1Y | +11.3% | +15.5% | -4.1% | +5.7% |
| 3Y | +242.0% | +32.3% | +209.6% | +205.4% |
| 5Y | +147.7% | +8.2% | +139.5% | +128.0% |
| 10Y | +233.7% | +800.7% | -567.0% | +66.9% |
| All | +47.9% | +2,198.9% | -2,150.9% | -48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling