+236.3%
GDXJ vs SPG
+104.0%
+132.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.8% | +2.1% |
| 7D | +0.9% | -1.7% | +2.6% | +1.4% |
| 30D | +8.8% | -6.3% | +15.1% | +11.0% |
| 3M | +29.8% | -2.4% | +32.3% | +30.4% |
| 6M | -5.8% | +9.6% | -15.4% | -9.0% |
| YTD | +13.6% | +14.2% | -0.6% | +8.2% |
| 1Y | +54.5% | +19.3% | +35.2% | +44.8% |
| 3Y | +301.4% | +106.7% | +194.7% | +204.1% |
| 5Y | +236.3% | +104.2% | +132.1% | +145.6% |
| All | +236.3% | +104.0% | +132.3% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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