+220.4%
GDXJ vs SEI
+999.8%
-779.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.1% | -4.0% | +0.4% |
| 7D | -2.8% | +22.6% | -25.4% | -5.6% |
| 30D | +5.0% | +9.1% | -4.1% | +3.4% |
| 3M | +24.1% | -11.3% | +35.4% | +24.6% |
| 6M | -7.4% | +22.0% | -29.4% | -11.0% |
| YTD | +10.2% | +47.3% | -37.1% | +3.0% |
| 1Y | +42.5% | +124.8% | -82.2% | +26.6% |
| 3Y | +285.7% | +591.3% | -305.6% | +164.2% |
| All | +220.4% | +999.8% | -779.4% | +99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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