+236.3%
GDXJ vs S
-71.9%
+308.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | +0.9% | -1.2% | +2.2% | +1.1% |
| 30D | +8.8% | -12.6% | +21.4% | +10.1% |
| 3M | +29.8% | +27.6% | +2.3% | +25.8% |
| 6M | -5.8% | +35.5% | -41.3% | -9.9% |
| YTD | +13.6% | +29.6% | -16.0% | +9.1% |
| 1Y | +54.5% | +8.1% | +46.4% | +51.0% |
| 3Y | +301.4% | +14.8% | +286.6% | +280.6% |
| 5Y | +236.3% | -70.6% | +306.9% | +238.0% |
| All | +236.3% | -71.9% | +308.2% | +238.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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