+281.7%
GDXJ vs SPXU
-79.4%
+361.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.8% | -3.3% |
| 7D | -6.2% | +6.4% | -12.6% | -4.1% |
| 30D | +4.6% | +5.9% | -1.3% | +7.0% |
| 3M | +31.3% | -11.7% | +42.9% | +27.5% |
| 6M | -10.7% | -28.7% | +18.0% | -16.9% |
| YTD | +9.1% | -26.4% | +35.4% | +3.0% |
| 1Y | +44.1% | -35.2% | +79.4% | +33.0% |
| All | +281.7% | -79.4% | +361.1% | +177.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling