+59.7%
GDXJ vs PTC
-33.3%
+92.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.0% | +3.5% | -2.3% |
| 7D | +0.2% | -10.3% | +10.4% | +0.4% |
| 30D | +17.9% | +1.1% | +16.7% | +18.1% |
| 3M | +15.3% | +1.6% | +13.7% | +15.7% |
| 6M | -9.4% | -13.5% | +4.0% | -5.7% |
| YTD | +13.4% | -19.1% | +32.5% | +22.3% |
| 1Y | +59.7% | -33.9% | +93.5% | +95.3% |
| All | +59.7% | -33.3% | +92.9% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling