+72.7%
GDXJ vs TRI
+365.3%
-292.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.6% |
| 7D | -6.2% | -14.4% | +8.1% | -1.7% |
| 30D | +4.6% | -8.1% | +12.7% | +7.1% |
| 3M | +31.3% | +17.5% | +13.7% | +21.6% |
| 6M | -10.7% | -5.0% | -5.7% | -12.1% |
| YTD | +9.1% | -24.7% | +33.8% | +16.4% |
| 1Y | +44.1% | -41.5% | +85.6% | +71.6% |
| 3Y | +285.4% | -20.3% | +305.7% | +289.5% |
| 5Y | +228.4% | -10.9% | +239.3% | +211.2% |
| 10Y | +226.5% | +190.6% | +36.0% | +67.2% |
| All | +72.7% | +365.3% | -292.6% | -44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling