+21.8%
GDXJ vs SM
+70.4%
-48.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -15.3% | +24.9% | +5.8% |
| 7D | -0.2% | -21.5% | +21.3% | -5.1% |
| 30D | -7.6% | -11.4% | +3.8% | -9.8% |
| 3M | +2.3% | +0.6% | +1.7% | +3.6% |
| 6M | -7.8% | +0.2% | -8.1% | -5.4% |
| YTD | -8.4% | +69.7% | -78.0% | -7.7% |
| 1Y | +21.8% | +71.6% | -49.8% | +23.0% |
| All | +21.8% | +70.4% | -48.6% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling