+285.7%
GDXJ vs NVT
+190.9%
+94.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.6% | -0.1% |
| 7D | -2.8% | +4.1% | -6.9% | -3.9% |
| 30D | +5.0% | -5.1% | +10.1% | +6.2% |
| 3M | +24.1% | -1.2% | +25.2% | +23.5% |
| 6M | -7.4% | +46.6% | -53.9% | -16.0% |
| YTD | +10.2% | +60.0% | -49.8% | -1.6% |
| 1Y | +42.5% | +70.8% | -28.3% | +25.6% |
| 3Y | +285.7% | +187.5% | +98.2% | +217.4% |
| All | +285.7% | +190.9% | +94.8% | +217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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