+79.8%
GDXJ vs NUE
+873.9%
-794.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +1.2% |
| 7D | +0.9% | -2.3% | +3.2% | +1.7% |
| 30D | +8.8% | -6.1% | +14.9% | +10.7% |
| 3M | +29.8% | +1.7% | +28.2% | +28.4% |
| 6M | -5.8% | +53.1% | -58.9% | -18.2% |
| YTD | +13.6% | +59.0% | -45.5% | -2.5% |
| 1Y | +54.5% | +85.3% | -30.9% | +25.9% |
| 3Y | +301.4% | +63.2% | +238.1% | +228.4% |
| 5Y | +236.3% | +146.8% | +89.6% | +128.6% |
| 10Y | +240.1% | +584.3% | -344.2% | +31.6% |
| All | +79.8% | +873.9% | -794.1% | -50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling