+217.1%
GDXJ vs TRV
+157.5%
+59.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.8% |
| 3M | +31.3% | +21.6% | +9.7% | +27.6% |
| 6M | -10.7% | +22.5% | -33.1% | -13.3% |
| YTD | +9.1% | +28.1% | -19.1% | +5.0% |
| 1Y | +44.1% | +37.0% | +7.1% | +36.9% |
| 3Y | +285.4% | +141.9% | +143.5% | +226.1% |
| All | +217.1% | +157.5% | +59.6% | +169.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling