+215.1%
GDXJ vs SPXU
-99.6%
+314.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +0.5% |
| 7D | -2.8% | +2.5% | -5.3% | -2.2% |
| 30D | +5.0% | +4.2% | +0.8% | +6.1% |
| 3M | +24.1% | -9.3% | +33.3% | +22.4% |
| 6M | -7.4% | -30.7% | +23.3% | -12.4% |
| YTD | +10.2% | -28.1% | +38.4% | +5.5% |
| 1Y | +42.5% | -35.2% | +77.8% | +34.5% |
| 3Y | +285.7% | -79.9% | +365.7% | +205.2% |
| 5Y | +231.9% | -86.4% | +318.2% | +163.2% |
| All | +215.1% | -99.6% | +314.6% | +76.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling