+228.1%
GDXJ vs PWR
+458.8%
-230.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.8% |
| 7D | +4.3% | +4.5% | -0.2% | +2.9% |
| 30D | +8.4% | -4.9% | +13.3% | +9.8% |
| 3M | +25.5% | -7.9% | +33.4% | +27.7% |
| 6M | -6.3% | +18.3% | -24.7% | -11.6% |
| YTD | +12.1% | +51.5% | -39.4% | -1.1% |
| 1Y | +51.1% | +70.3% | -19.3% | +29.4% |
| 3Y | +296.1% | +210.6% | +85.5% | +181.2% |
| 5Y | +228.1% | +456.7% | -228.6% | +101.6% |
| All | +228.1% | +458.8% | -230.7% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling