+228.5%
GDXJ vs QLD
+1,470.2%
-1,241.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.8% | -1.9% | +3.1% |
| 7D | +16.4% | -1.4% | +17.8% | +16.5% |
| 30D | -1.2% | -19.6% | +18.4% | +4.4% |
| 3M | -3.9% | -14.1% | +10.3% | -0.2% |
| 6M | -10.2% | -13.6% | +3.5% | -6.7% |
| YTD | -0.6% | +12.5% | -13.2% | -3.1% |
| 1Y | +24.3% | +13.1% | +11.2% | +21.2% |
| 3Y | +257.4% | +154.7% | +102.7% | +182.3% |
| 5Y | +166.5% | +81.1% | +85.4% | +113.4% |
| 10Y | +228.5% | +1,418.0% | -1,189.5% | +57.7% |
| All | +228.5% | +1,470.2% | -1,241.7% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling