+21.8%
GDXJ vs SPXU
-30.4%
+52.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.9% | +14.5% | +5.6% |
| 7D | -0.2% | +2.2% | -2.3% | +2.2% |
| 30D | -7.6% | +3.8% | -11.4% | -3.7% |
| 3M | +2.3% | +3.3% | -1.0% | +7.1% |
| 6M | -7.8% | -16.7% | +8.9% | -14.6% |
| YTD | -8.4% | -28.6% | +20.2% | -21.5% |
| 1Y | +21.8% | -30.6% | +52.4% | +3.8% |
| All | +21.8% | -30.4% | +52.1% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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