+216.0%
GDXJ vs OPEN
-74.0%
+290.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.7% | +2.7% | -3.5% |
| 7D | -6.2% | -10.5% | +4.3% | -5.5% |
| 30D | +4.6% | -21.8% | +26.4% | +6.4% |
| 3M | +31.3% | -37.5% | +68.8% | +35.2% |
| 6M | -10.7% | -44.1% | +33.4% | -7.5% |
| YTD | +9.1% | -52.0% | +61.0% | +13.7% |
| 1Y | +44.1% | -52.2% | +96.3% | +47.0% |
| 3Y | +285.4% | -25.9% | +311.3% | +262.5% |
| 5Y | +228.4% | -85.1% | +313.5% | +232.4% |
| All | +216.0% | -74.0% | +290.0% | +187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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