+297.5%
GDXJ vs SN
+368.4%
-70.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.3% | +4.7% | +2.0% |
| 7D | +0.9% | -3.4% | +4.3% | +1.6% |
| 30D | +8.8% | -9.1% | +17.9% | +10.9% |
| 3M | +29.8% | +31.8% | -1.9% | +22.8% |
| 6M | -5.8% | +52.0% | -57.8% | -13.6% |
| YTD | +13.6% | +51.3% | -37.7% | +4.0% |
| 1Y | +54.5% | +46.9% | +7.6% | +41.3% |
| All | +297.5% | +368.4% | -70.9% | +167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 3y: compounded portfolio wealth divided by compounded SN 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…
3y analysis · Full analysis span regression · 6 months rolling