+59.7%
GDXJ vs SU
+70.8%
-11.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.7% |
| 7D | +0.2% | +2.9% | -2.7% | +0.7% |
| 30D | +17.9% | +7.2% | +10.7% | +19.4% |
| 3M | +15.3% | +2.8% | +12.5% | +16.3% |
| 6M | -9.4% | +18.2% | -27.6% | -13.3% |
| YTD | +13.4% | +54.0% | -40.6% | +4.9% |
| 1Y | +59.7% | +70.1% | -10.5% | +47.4% |
| All | +59.7% | +70.8% | -11.1% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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