+285.7%
GDXJ vs NUE
+61.7%
+224.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.7% |
| 7D | -2.8% | -0.6% | -2.2% | -2.7% |
| 30D | +5.0% | -4.6% | +9.5% | +5.9% |
| 3M | +24.1% | -0.3% | +24.4% | +23.7% |
| 6M | -7.4% | +51.9% | -59.2% | -15.5% |
| YTD | +10.2% | +60.0% | -49.8% | -0.1% |
| 1Y | +42.5% | +82.9% | -40.4% | +26.2% |
| 3Y | +285.7% | +66.0% | +219.7% | +236.6% |
| All | +285.7% | +61.7% | +224.0% | +236.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 3y: compounded portfolio wealth divided by compounded NUE 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…
3y analysis · Full analysis span regression · 6 months rolling