+220.4%
GDXJ vs SU
+348.9%
-128.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -2.8% | +2.2% | -5.0% | -3.4% |
| 30D | +5.0% | +8.4% | -3.5% | +2.2% |
| 3M | +24.1% | +12.1% | +12.0% | +18.9% |
| 6M | -7.4% | +19.7% | -27.0% | -14.5% |
| YTD | +10.2% | +58.4% | -48.2% | -8.3% |
| 1Y | +42.5% | +67.2% | -24.7% | +16.0% |
| 3Y | +285.7% | +125.0% | +160.7% | +174.9% |
| All | +220.4% | +348.9% | -128.5% | +101.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling