+228.4%
GDXJ vs PSA
+13.0%
+215.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -6.2% | -3.6% | -2.6% | -4.6% |
| 30D | +4.6% | -9.4% | +14.0% | +9.4% |
| 3M | +31.3% | -8.2% | +39.5% | +35.8% |
| 6M | -10.7% | -1.8% | -8.8% | -10.6% |
| YTD | +9.1% | +15.7% | -6.7% | +1.5% |
| 1Y | +44.1% | +6.3% | +37.8% | +39.1% |
| 3Y | +285.4% | +21.6% | +263.8% | +237.6% |
| 5Y | +228.4% | +13.5% | +214.9% | +194.5% |
| All | +228.4% | +13.0% | +215.3% | +194.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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