+47.9%
GDXJ vs PWR
+2,709.7%
-2,661.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.4% | -4.6% | -5.6% |
| 7D | +11.8% | -11.2% | +23.0% | +14.4% |
| 30D | -7.1% | -17.4% | +10.3% | -3.2% |
| 3M | -10.5% | -11.7% | +1.2% | -8.7% |
| 6M | -15.5% | -21.7% | +6.2% | -11.4% |
| YTD | -6.6% | +38.3% | -44.8% | -15.9% |
| 1Y | +11.3% | +29.6% | -18.2% | +1.9% |
| 3Y | +242.0% | +236.1% | +5.8% | +139.0% |
| 5Y | +147.7% | +406.3% | -258.7% | +52.8% |
| 10Y | +233.7% | +1,796.7% | -1,563.0% | +36.1% |
| All | +47.9% | +2,709.7% | -2,661.8% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling