+79.5%
GDXJ vs SUI
+1,187.6%
-1,108.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +0.2% | -2.8% | +3.0% | +1.2% |
| 30D | +17.9% | -1.2% | +19.0% | +18.3% |
| 3M | +15.3% | -1.7% | +17.0% | +15.5% |
| 6M | -9.4% | -10.5% | +1.0% | -6.3% |
| YTD | +13.4% | -1.8% | +15.2% | +13.5% |
| 1Y | +59.7% | -4.1% | +63.7% | +60.8% |
| 3Y | +283.6% | +11.3% | +272.3% | +260.5% |
| 5Y | +217.6% | -32.1% | +249.7% | +249.1% |
| 10Y | +225.7% | +110.4% | +115.2% | +130.6% |
| All | +79.5% | +1,187.6% | -1,108.1% | -51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling