+166.8%
GDXJ vs PLTU
+140.2%
+26.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.4% |
| 7D | +0.9% | -0.8% | +1.7% | +0.9% |
| 30D | +8.8% | -8.8% | +17.6% | +9.3% |
| 3M | +29.8% | +41.7% | -11.8% | +23.2% |
| 6M | -5.8% | -9.3% | +3.5% | -8.0% |
| YTD | +13.6% | -35.2% | +48.8% | +12.4% |
| 1Y | +54.5% | -29.5% | +84.0% | +51.1% |
| All | +166.8% | +140.2% | +26.6% | +129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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