+240.1%
GDXJ vs OVV
+55.1%
+185.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.3% |
| 7D | +0.9% | -3.8% | +4.7% | +1.4% |
| 30D | +8.8% | +1.3% | +7.5% | +8.6% |
| 3M | +29.8% | +14.3% | +15.5% | +27.2% |
| 6M | -5.8% | +21.1% | -26.9% | -9.0% |
| YTD | +13.6% | +66.0% | -52.4% | +5.1% |
| 1Y | +54.5% | +59.3% | -4.8% | +43.4% |
| 3Y | +301.4% | +47.6% | +253.8% | +270.8% |
| 5Y | +236.3% | +162.0% | +74.4% | +188.6% |
| 10Y | +240.1% | +56.5% | +183.6% | +150.4% |
| All | +240.1% | +55.1% | +185.0% | +150.4% |
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