+487.7%
GDXJ vs TRU
+225.6%
+262.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -6.2% | -9.4% | +3.2% | -4.2% |
| 30D | +4.6% | -4.1% | +8.7% | +5.6% |
| 3M | +31.3% | +13.6% | +17.7% | +26.9% |
| 6M | -10.7% | +3.6% | -14.3% | -12.0% |
| YTD | +9.1% | -9.8% | +18.9% | +10.0% |
| 1Y | +44.1% | -13.6% | +57.8% | +46.1% |
| 3Y | +285.4% | -2.0% | +287.3% | +263.1% |
| 5Y | +228.4% | -35.8% | +264.2% | +233.0% |
| 10Y | +226.5% | +142.9% | +83.6% | +152.5% |
| All | +487.7% | +225.6% | +262.1% | +328.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling