+79.8%
GDXJ vs SPXU
-100.0%
+179.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.7% |
| 7D | +0.9% | +1.3% | -0.3% | +1.3% |
| 30D | +8.8% | +5.1% | +3.7% | +10.3% |
| 3M | +29.8% | -9.1% | +39.0% | +28.1% |
| 6M | -5.8% | -29.6% | +23.8% | -11.1% |
| YTD | +13.6% | -27.7% | +41.3% | +8.5% |
| 1Y | +54.5% | -37.0% | +91.4% | +44.0% |
| 3Y | +301.4% | -80.2% | +381.5% | +206.8% |
| 5Y | +236.3% | -86.0% | +322.4% | +161.4% |
| 10Y | +240.1% | -99.5% | +339.6% | +47.1% |
| All | +79.8% | -100.0% | +179.8% | -69.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling