+236.3%
GDXJ vs OPEN
-84.0%
+320.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.5% |
| 7D | +0.9% | -2.9% | +3.8% | +1.1% |
| 30D | +8.8% | -13.8% | +22.6% | +9.8% |
| 3M | +29.8% | -30.9% | +60.7% | +32.6% |
| 6M | -5.8% | -40.9% | +35.1% | -3.1% |
| YTD | +13.6% | -48.5% | +62.1% | +17.5% |
| 1Y | +54.5% | -50.9% | +105.4% | +57.2% |
| 3Y | +301.4% | -20.6% | +322.0% | +282.3% |
| 5Y | +236.3% | -84.2% | +320.5% | +254.6% |
| All | +236.3% | -84.0% | +320.3% | +254.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling