+79.8%
GDXJ vs SIRI
+490.6%
-410.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.5% |
| 7D | +0.9% | -3.9% | +4.8% | +1.7% |
| 30D | +8.8% | -0.8% | +9.6% | +9.0% |
| 3M | +29.8% | +4.3% | +25.5% | +28.7% |
| 6M | -5.8% | +34.1% | -39.9% | -10.6% |
| YTD | +13.6% | +47.3% | -33.7% | +5.6% |
| 1Y | +54.5% | +22.9% | +31.6% | +47.9% |
| 3Y | +301.4% | -24.6% | +325.9% | +304.1% |
| 5Y | +236.3% | -43.2% | +279.5% | +245.5% |
| 10Y | +240.1% | -12.3% | +252.4% | +209.2% |
| All | +79.8% | +490.6% | -410.7% | +8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling