+215.1%
GDXJ vs TRV
+306.9%
-91.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.7% |
| 7D | -2.8% | +1.9% | -4.7% | -3.1% |
| 30D | +5.0% | +1.7% | +3.2% | +4.6% |
| 3M | +24.1% | +23.9% | +0.2% | +18.8% |
| 6M | -7.4% | +26.3% | -33.6% | -11.8% |
| YTD | +10.2% | +30.8% | -20.6% | +4.1% |
| 1Y | +42.5% | +36.3% | +6.2% | +33.3% |
| 3Y | +285.7% | +145.0% | +140.7% | +214.8% |
| 5Y | +231.9% | +163.9% | +68.0% | +164.4% |
| All | +215.1% | +306.9% | -91.8% | +135.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling