+228.1%
GDXJ vs PLUG
-91.6%
+319.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.1% | -5.3% | -1.6% |
| 7D | +4.3% | +8.1% | -3.8% | +3.5% |
| 30D | +8.4% | +3.7% | +4.8% | +8.0% |
| 3M | +25.5% | -29.2% | +54.7% | +29.5% |
| 6M | -6.3% | +6.1% | -12.4% | -7.7% |
| YTD | +12.1% | +14.7% | -2.6% | +9.0% |
| 1Y | +51.1% | +56.9% | -5.9% | +40.1% |
| 3Y | +296.1% | -71.6% | +367.7% | +303.3% |
| 5Y | +228.1% | -91.0% | +319.2% | +264.7% |
| All | +228.1% | -91.6% | +319.7% | +264.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PLUG 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling