+228.1%
GDXJ vs ROIV
+316.9%
-88.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +18.8% | -19.9% | -3.2% |
| 7D | +4.3% | +20.2% | -15.9% | +2.0% |
| 30D | +8.4% | +14.1% | -5.7% | +6.6% |
| 3M | +25.5% | +45.6% | -20.1% | +20.2% |
| 6M | -6.3% | +44.1% | -50.5% | -10.2% |
| YTD | +12.1% | +91.2% | -79.1% | +4.4% |
| 1Y | +51.1% | +221.3% | -170.2% | +34.4% |
| 3Y | +296.1% | +229.2% | +66.9% | +247.5% |
| 5Y | +228.1% | +316.5% | -88.4% | +149.8% |
| All | +228.1% | +316.9% | -88.8% | +149.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling