+18.4%
GDXJ vs QLD
+9.9%
+8.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.8% | -1.9% | +0.4% |
| 7D | +16.4% | -1.4% | +17.8% | +16.1% |
| 30D | -1.2% | -19.6% | +18.4% | +14.2% |
| 3M | -3.9% | -14.1% | +10.3% | +5.8% |
| 6M | -10.2% | -13.6% | +3.5% | -2.6% |
| YTD | -0.6% | +12.5% | -13.2% | -13.3% |
| All | +18.4% | +9.9% | +8.5% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling