+21.8%
GDXJ vs TRV
+54.4%
-32.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.5% | +6.1% | +10.1% |
| 7D | -0.2% | +3.9% | -4.0% | +0.4% |
| 30D | -7.6% | +13.5% | -21.1% | -5.3% |
| 3M | +2.3% | +8.9% | -6.6% | +3.9% |
| 6M | -7.8% | +36.8% | -44.6% | +0.1% |
| YTD | -8.4% | +42.7% | -51.1% | +0.6% |
| 1Y | +21.8% | +49.9% | -28.1% | +29.9% |
| All | +21.8% | +54.4% | -32.6% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling