+263.0%
GDXJ vs OVV
+47.4%
+215.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.8% | -7.8% | -6.2% |
| 7D | +11.8% | -7.3% | +19.1% | +12.7% |
| 30D | -7.1% | -3.6% | -3.5% | -6.9% |
| 3M | -10.5% | -2.6% | -7.9% | -10.5% |
| 6M | -15.5% | +7.6% | -23.1% | -16.9% |
| YTD | -6.6% | +59.6% | -66.2% | -13.3% |
| 1Y | +11.3% | +62.2% | -50.9% | +3.0% |
| 3Y | +242.0% | +49.6% | +192.4% | +215.1% |
| 5Y | +147.7% | +98.9% | +48.8% | +118.8% |
| All | +263.0% | +47.4% | +215.7% | +182.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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