+262.8%
GDXJ vs SN
+476.8%
-214.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.3% | +4.7% | +1.9% |
| 7D | +0.9% | -3.4% | +4.3% | +1.5% |
| 30D | +8.8% | -9.1% | +17.9% | +10.6% |
| 3M | +29.8% | +31.8% | -1.9% | +23.9% |
| 6M | -5.8% | +52.0% | -57.8% | -12.5% |
| YTD | +13.6% | +51.3% | -37.7% | +5.4% |
| 1Y | +54.5% | +46.9% | +7.6% | +43.3% |
| 3Y | +301.4% | +394.9% | -93.5% | +214.8% |
| All | +262.8% | +476.8% | -214.0% | +185.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling