+220.4%
GDXJ vs PNC
+51.4%
+169.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +0.9% |
| 7D | -2.8% | -0.6% | -2.3% | -2.7% |
| 30D | +5.0% | -4.4% | +9.3% | +5.9% |
| 3M | +24.1% | +5.2% | +18.8% | +22.4% |
| 6M | -7.4% | +20.6% | -28.0% | -11.4% |
| YTD | +10.2% | +19.8% | -9.5% | +5.3% |
| 1Y | +42.5% | +24.4% | +18.1% | +34.9% |
| 3Y | +285.7% | +131.2% | +154.5% | +203.0% |
| All | +220.4% | +51.4% | +169.0% | +167.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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