+281.7%
GDXJ vs TRV
+141.6%
+140.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.0% |
| 7D | -6.2% | -1.5% | -4.7% | -6.1% |
| 30D | +4.6% | -1.8% | +6.4% | +4.7% |
| 3M | +31.3% | +21.6% | +9.7% | +29.3% |
| 6M | -10.7% | +22.5% | -33.1% | -12.0% |
| YTD | +9.1% | +28.1% | -19.1% | +6.7% |
| 1Y | +44.1% | +37.0% | +7.1% | +39.6% |
| All | +281.7% | +141.6% | +140.1% | +254.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling