+240.1%
GDXJ vs SUI
+104.7%
+135.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.8% |
| 7D | +0.9% | -4.3% | +5.2% | +2.3% |
| 30D | +8.8% | -2.1% | +10.9% | +9.6% |
| 3M | +29.8% | -6.1% | +35.9% | +32.0% |
| 6M | -5.8% | -12.8% | +6.9% | -1.9% |
| YTD | +13.6% | -4.6% | +18.2% | +14.8% |
| 1Y | +54.5% | -7.7% | +62.2% | +57.5% |
| 3Y | +301.4% | +10.9% | +290.4% | +278.2% |
| 5Y | +236.3% | -32.4% | +268.7% | +265.2% |
| 10Y | +240.1% | +105.7% | +134.4% | +153.5% |
| All | +240.1% | +104.7% | +135.3% | +153.5% |
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