+236.3%
GDXJ vs PTC
-0.9%
+237.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.3% | +4.6% | +2.0% |
| 7D | +0.9% | -13.6% | +14.5% | +4.0% |
| 30D | +8.8% | -14.7% | +23.5% | +12.4% |
| 3M | +29.8% | -5.9% | +35.7% | +30.6% |
| 6M | -5.8% | -21.1% | +15.3% | -1.1% |
| YTD | +13.6% | -26.0% | +39.6% | +21.0% |
| 1Y | +54.5% | -36.8% | +91.3% | +71.8% |
| 3Y | +301.4% | -10.3% | +311.6% | +286.9% |
| 5Y | +236.3% | +1.2% | +235.2% | +194.7% |
| All | +236.3% | -0.9% | +237.3% | +194.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling