+228.1%
GDXJ vs UAL
+131.8%
+96.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.7% | -0.7% |
| 7D | +4.3% | +3.5% | +0.9% | +3.7% |
| 30D | +8.4% | -16.5% | +24.9% | +11.5% |
| 3M | +25.5% | +2.8% | +22.7% | +24.8% |
| 6M | -6.3% | +17.6% | -23.9% | -8.8% |
| YTD | +12.1% | -3.2% | +15.3% | +11.5% |
| 1Y | +51.1% | +0.4% | +50.6% | +49.2% |
| 3Y | +296.1% | +128.2% | +167.9% | +239.0% |
| 5Y | +228.1% | +137.7% | +90.4% | +173.6% |
| All | +228.1% | +131.8% | +96.3% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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