+79.5%
GDXJ vs OVV
-38.5%
+118.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.7% | -2.2% |
| 7D | +0.2% | +0.3% | -0.1% | +0.1% |
| 30D | +17.9% | +11.7% | +6.1% | +15.4% |
| 3M | +15.3% | +9.8% | +5.5% | +12.8% |
| 6M | -9.4% | +26.6% | -36.0% | -14.5% |
| YTD | +13.4% | +67.0% | -53.6% | +1.5% |
| 1Y | +59.7% | +55.9% | +3.7% | +44.2% |
| 3Y | +283.6% | +45.5% | +238.1% | +243.6% |
| 5Y | +217.6% | +157.3% | +60.3% | +148.6% |
| 10Y | +225.7% | +65.0% | +160.7% | +122.1% |
| All | +79.5% | -38.5% | +118.0% | +80.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling