+285.7%
GDXJ vs TRI
-18.9%
+304.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.7% | +1.0% |
| 7D | -2.8% | -7.9% | +5.1% | -2.6% |
| 30D | +5.0% | -4.5% | +9.5% | +5.1% |
| 3M | +24.1% | +22.1% | +2.0% | +22.2% |
| 6M | -7.4% | -2.8% | -4.6% | -6.1% |
| YTD | +10.2% | -23.4% | +33.6% | +19.1% |
| 1Y | +42.5% | -41.5% | +84.1% | +68.1% |
| 3Y | +285.7% | -19.2% | +304.9% | +306.5% |
| All | +285.7% | -18.9% | +304.6% | +306.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling