+215.1%
GDXJ vs MUB
+17.2%
+197.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.6% | -0.2% |
| 7D | -2.8% | -0.8% | -2.0% | -0.5% |
| 30D | +5.0% | -2.4% | +7.3% | +12.3% |
| 3M | +24.1% | -2.8% | +26.9% | +34.8% |
| 6M | -7.4% | -2.2% | -5.1% | -0.4% |
| YTD | +10.2% | -1.6% | +11.8% | +16.4% |
| 1Y | +42.5% | 0.0% | +42.5% | +44.0% |
| 3Y | +285.7% | +7.9% | +277.8% | +215.6% |
| 5Y | +231.9% | +1.2% | +230.6% | +227.6% |
| All | +215.1% | +17.2% | +197.9% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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