+228.4%
GDXJ vs NDAQ
+48.4%
+180.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.6% | -3.3% |
| 7D | -6.2% | -6.8% | +0.6% | -4.2% |
| 30D | +4.6% | -3.2% | +7.8% | +5.6% |
| 3M | +31.3% | +6.5% | +24.8% | +28.4% |
| 6M | -10.7% | +5.7% | -16.4% | -12.7% |
| YTD | +9.1% | -4.6% | +13.7% | +9.7% |
| 1Y | +44.1% | -1.6% | +45.7% | +43.2% |
| 3Y | +285.4% | +86.4% | +198.9% | +202.5% |
| 5Y | +228.4% | +50.3% | +178.1% | +169.7% |
| All | +228.4% | +48.4% | +180.0% | +169.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling