+156.2%
GDXJ vs PLTU
+129.7%
+26.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.4% | -3.6% |
| 7D | -6.2% | -17.7% | +11.5% | -4.6% |
| 30D | +4.6% | -12.5% | +17.2% | +5.5% |
| 3M | +31.3% | +39.5% | -8.2% | +24.7% |
| 6M | -10.7% | -7.0% | -3.7% | -12.9% |
| YTD | +9.1% | -38.1% | +47.1% | +8.4% |
| 1Y | +44.1% | -36.0% | +80.1% | +41.9% |
| All | +156.2% | +129.7% | +26.4% | +120.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling