+215.1%
GDXJ vs O
+54.0%
+161.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -2.8% | -2.9% | +0.1% | -1.8% |
| 30D | +5.0% | -4.5% | +9.5% | +6.7% |
| 3M | +24.1% | -2.6% | +26.7% | +25.0% |
| 6M | -7.4% | -5.6% | -1.7% | -5.6% |
| YTD | +10.2% | +9.3% | +1.0% | +6.5% |
| 1Y | +42.5% | +4.3% | +38.2% | +40.0% |
| 3Y | +285.7% | +27.4% | +258.3% | +251.6% |
| 5Y | +231.9% | +17.1% | +214.8% | +211.3% |
| All | +215.1% | +54.0% | +161.1% | +179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling