+220.4%
GDXJ vs O
+15.7%
+204.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -2.8% | -2.9% | +0.1% | -1.3% |
| 30D | +5.0% | -4.5% | +9.5% | +7.6% |
| 3M | +24.1% | -2.6% | +26.7% | +25.3% |
| 6M | -7.4% | -5.6% | -1.7% | -4.8% |
| YTD | +10.2% | +9.3% | +1.0% | +4.2% |
| 1Y | +42.5% | +4.3% | +38.2% | +38.2% |
| 3Y | +285.7% | +27.4% | +258.3% | +228.2% |
| All | +220.4% | +15.7% | +204.7% | +195.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling