+285.7%
GDXJ vs TRU
-1.3%
+287.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.9% |
| 7D | -2.8% | -2.7% | -0.1% | -2.4% |
| 30D | +5.0% | -2.0% | +7.0% | +5.3% |
| 3M | +24.1% | +18.4% | +5.6% | +20.6% |
| 6M | -7.4% | +8.9% | -16.2% | -9.0% |
| YTD | +10.2% | -8.9% | +19.2% | +10.5% |
| 1Y | +42.5% | -15.9% | +58.4% | +44.3% |
| 3Y | +285.7% | -1.1% | +286.8% | +278.6% |
| All | +285.7% | -1.3% | +287.0% | +278.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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