+297.5%
GDXJ vs PWR
+203.1%
+94.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.9% |
| 7D | +0.9% | +2.7% | -1.7% | +0.1% |
| 30D | +8.8% | -5.1% | +13.9% | +10.2% |
| 3M | +29.8% | -9.4% | +39.2% | +32.7% |
| 6M | -5.8% | +10.4% | -16.2% | -9.3% |
| YTD | +13.6% | +48.6% | -35.0% | +1.3% |
| 1Y | +54.5% | +68.0% | -13.6% | +34.4% |
| All | +297.5% | +203.1% | +94.5% | +213.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 3y: compounded portfolio wealth divided by compounded PWR 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…
3y analysis · Full analysis span regression · 6 months rolling