+79.8%
GDXJ vs PNC
+608.0%
-528.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.3% | +1.5% |
| 7D | +0.9% | -0.7% | +1.7% | +1.1% |
| 30D | +8.8% | -4.4% | +13.2% | +9.6% |
| 3M | +29.8% | +4.5% | +25.4% | +28.7% |
| 6M | -5.8% | +19.1% | -24.9% | -8.7% |
| YTD | +13.6% | +18.0% | -4.4% | +10.2% |
| 1Y | +54.5% | +24.1% | +30.4% | +48.5% |
| 3Y | +301.4% | +130.0% | +171.4% | +243.1% |
| 5Y | +236.3% | +50.4% | +185.9% | +205.1% |
| 10Y | +240.1% | +271.3% | -31.2% | +146.1% |
| All | +79.8% | +608.0% | -528.2% | -2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling