+215.1%
GDXJ vs TRMB
+121.9%
+93.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.4% | +0.8% |
| 7D | -2.8% | -3.0% | +0.2% | -2.2% |
| 30D | +5.0% | +2.3% | +2.6% | +4.5% |
| 3M | +24.1% | +15.3% | +8.8% | +20.2% |
| 6M | -7.4% | -14.7% | +7.4% | -4.7% |
| YTD | +10.2% | -26.4% | +36.6% | +16.5% |
| 1Y | +42.5% | -30.4% | +72.9% | +52.4% |
| 3Y | +285.7% | +13.5% | +272.2% | +265.1% |
| 5Y | +231.9% | -38.6% | +270.4% | +242.9% |
| All | +215.1% | +121.9% | +93.2% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling