+301.1%
GDXJ vs ROIV
+201.4%
+99.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.8% |
| 7D | +0.2% | +0.6% | -0.5% | 0.0% |
| 30D | +17.9% | +1.0% | +16.9% | +17.5% |
| 3M | +15.3% | +18.3% | -3.0% | +10.9% |
| 6M | -9.4% | +18.3% | -27.8% | -13.2% |
| YTD | +13.4% | +61.0% | -47.6% | +2.0% |
| 1Y | +59.7% | +177.9% | -118.2% | +30.1% |
| All | +301.1% | +201.4% | +99.7% | +211.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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