+215.1%
GDXJ vs NDAQ
+366.7%
-151.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.3% |
| 7D | -2.8% | -5.9% | +3.1% | -0.9% |
| 30D | +5.0% | -4.7% | +9.6% | +6.6% |
| 3M | +24.1% | +5.5% | +18.6% | +21.5% |
| 6M | -7.4% | +7.4% | -14.7% | -10.1% |
| YTD | +10.2% | -5.5% | +15.7% | +11.2% |
| 1Y | +42.5% | -3.7% | +46.2% | +42.6% |
| 3Y | +285.7% | +85.0% | +200.7% | +202.9% |
| 5Y | +231.9% | +49.0% | +182.9% | +177.0% |
| All | +215.1% | +366.7% | -151.6% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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