+242.0%
GDXJ vs OVV
+49.9%
+192.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.8% | -7.8% | -6.1% |
| 7D | +11.8% | -7.3% | +19.1% | +12.4% |
| 30D | -7.1% | -3.6% | -3.5% | -7.2% |
| 3M | -10.5% | -2.6% | -7.9% | -10.7% |
| 6M | -15.5% | +7.6% | -23.1% | -16.9% |
| YTD | -6.6% | +59.6% | -66.2% | -16.3% |
| 1Y | +11.3% | +62.2% | -50.9% | -0.7% |
| 3Y | +242.0% | +49.6% | +192.4% | +193.5% |
| All | +242.0% | +49.9% | +192.0% | +193.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling