+215.1%
GDXJ vs SIRI
-10.2%
+225.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.9% |
| 7D | -2.8% | +0.6% | -3.4% | -2.9% |
| 30D | +5.0% | +2.5% | +2.5% | +4.6% |
| 3M | +24.1% | +6.6% | +17.5% | +22.6% |
| 6M | -7.4% | +32.9% | -40.2% | -11.5% |
| YTD | +10.2% | +50.5% | -40.2% | +2.8% |
| 1Y | +42.5% | +28.0% | +14.6% | +36.2% |
| 3Y | +285.7% | -22.4% | +308.1% | +287.9% |
| 5Y | +231.9% | -41.3% | +273.1% | +242.1% |
| All | +215.1% | -10.2% | +225.3% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling