+59.7%
GDXJ vs MSTU
-92.8%
+152.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.7% | -2.1% |
| 7D | +0.2% | +21.3% | -21.2% | -2.9% |
| 30D | +17.9% | +90.8% | -73.0% | +6.7% |
| 3M | +15.3% | -6.8% | +22.1% | +11.5% |
| 6M | -9.4% | -39.8% | +30.4% | -9.8% |
| YTD | +13.4% | -55.7% | +69.1% | +10.4% |
| 1Y | +59.7% | -92.7% | +152.3% | +65.9% |
| All | +59.7% | -92.8% | +152.4% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1y: compounded portfolio wealth divided by compounded MSTU 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…
1y analysis · Full analysis span regression · 6 months rolling