+213.1%
GDXJ vs SUI
+118.5%
+94.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.3% |
| 7D | +13.4% | +6.2% | +7.2% | +11.4% |
| 30D | -1.3% | +8.6% | -9.9% | -4.0% |
| 3M | -1.5% | +1.0% | -2.5% | -2.1% |
| 6M | -12.2% | -2.6% | -9.6% | -12.1% |
| YTD | -5.3% | -0.1% | -5.2% | -5.9% |
| 1Y | +22.0% | +0.5% | +21.5% | +20.9% |
| 3Y | +224.9% | +15.3% | +209.7% | +202.5% |
| 5Y | +160.6% | -26.1% | +186.8% | +174.5% |
| All | +213.1% | +118.5% | +94.6% | +136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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