+274.4%
GDXJ vs NXT
+181.9%
+92.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.3% |
| 7D | +4.3% | +2.9% | +1.4% | +3.8% |
| 30D | +8.4% | -17.2% | +25.7% | +11.5% |
| 3M | +25.5% | -32.0% | +57.5% | +32.5% |
| 6M | -6.3% | -15.8% | +9.4% | -3.6% |
| YTD | +12.1% | -1.9% | +14.0% | +13.7% |
| 1Y | +51.1% | +22.5% | +28.6% | +49.6% |
| 3Y | +296.1% | +100.5% | +195.5% | +265.2% |
| All | +274.4% | +181.9% | +92.5% | +263.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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