+297.5%
GDXJ vs O
+28.0%
+269.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +2.0% |
| 7D | +0.9% | -2.3% | +3.2% | +2.0% |
| 30D | +8.8% | -2.4% | +11.3% | +10.1% |
| 3M | +29.8% | -0.6% | +30.4% | +29.5% |
| 6M | -5.8% | -5.0% | -0.8% | -3.8% |
| YTD | +13.6% | +10.4% | +3.2% | +7.5% |
| 1Y | +54.5% | +6.6% | +47.9% | +48.9% |
| All | +297.5% | +28.0% | +269.5% | +252.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling