+49.9%
GDXJ vs SUI
+1,210.0%
-1,160.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.3% |
| 7D | +13.4% | +6.2% | +7.2% | +11.2% |
| 30D | -1.3% | +8.6% | -9.9% | -4.2% |
| 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% | -6.0% |
| 1Y | +22.0% | +0.5% | +21.5% | +20.8% |
| 3Y | +224.9% | +15.3% | +209.7% | +201.3% |
| 5Y | +160.6% | -26.1% | +186.8% | +177.9% |
| 10Y | +203.0% | +117.8% | +85.1% | +111.1% |
| All | +49.9% | +1,210.0% | -1,160.1% | -60.1% |
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