+51.1%
GDXJ vs SWK
+24.6%
+26.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.7% | +0.1% |
| 7D | +4.3% | +0.1% | +4.2% | +4.2% |
| 30D | +8.4% | -8.9% | +17.4% | +12.9% |
| 3M | +25.5% | +20.5% | +5.0% | +16.5% |
| 6M | -6.3% | +27.1% | -33.4% | -15.6% |
| YTD | +12.1% | +30.2% | -18.1% | +0.7% |
| 1Y | +51.1% | +24.8% | +26.3% | +34.0% |
| All | +51.1% | +24.6% | +26.4% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling