+240.1%
GDXJ vs URI
+1,196.9%
-956.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.1% |
| 7D | +0.9% | +5.0% | -4.1% | 0.0% |
| 30D | +8.8% | -9.4% | +18.2% | +10.8% |
| 3M | +29.8% | -5.8% | +35.7% | +31.1% |
| 6M | -5.8% | +25.8% | -31.6% | -10.5% |
| YTD | +13.6% | +27.9% | -14.3% | +7.3% |
| 1Y | +54.5% | +9.7% | +44.8% | +50.1% |
| 3Y | +301.4% | +128.0% | +173.4% | +234.1% |
| 5Y | +236.3% | +212.4% | +23.9% | +158.3% |
| 10Y | +240.1% | +1,271.8% | -1,031.7% | +102.5% |
| All | +240.1% | +1,196.9% | -956.8% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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