+229.8%
GDXJ vs PL
+82.7%
+147.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.3% |
| 7D | +0.2% | -9.3% | +9.5% | +1.4% |
| 30D | +17.9% | -18.9% | +36.8% | +20.9% |
| 3M | +15.3% | -58.4% | +73.7% | +27.7% |
| 6M | -9.4% | -30.3% | +20.9% | -7.0% |
| YTD | +13.4% | -8.1% | +21.5% | +12.5% |
| 1Y | +59.7% | +180.5% | -120.8% | +37.1% |
| 3Y | +283.6% | +444.1% | -160.6% | +181.2% |
| All | +229.8% | +82.7% | +147.2% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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