+236.3%
GDXJ vs TAP
-0.5%
+236.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.3% | +1.5% |
| 7D | +0.9% | -5.1% | +6.0% | +1.8% |
| 30D | +8.8% | -8.4% | +17.3% | +10.4% |
| 3M | +29.8% | -3.9% | +33.8% | +30.4% |
| 6M | -5.8% | -14.4% | +8.6% | -3.5% |
| YTD | +13.6% | -14.7% | +28.3% | +16.1% |
| 1Y | +54.5% | -18.7% | +73.1% | +59.1% |
| 3Y | +301.4% | -32.6% | +334.0% | +329.4% |
| 5Y | +236.3% | -1.4% | +237.8% | +224.6% |
| All | +236.3% | -0.5% | +236.9% | +224.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 5y: compounded portfolio wealth divided by compounded TAP 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…
5y analysis · Full analysis span regression · 6 months rolling