+57.3%
GDXJ vs URI
+13,217.2%
-13,159.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.9% | -1.9% | +3.6% |
| 7D | +16.4% | -4.0% | +20.4% | +17.1% |
| 30D | -1.2% | +6.8% | -8.0% | -2.7% |
| 3M | -3.9% | -2.8% | -1.1% | -3.6% |
| 6M | -10.2% | +20.9% | -31.0% | -14.0% |
| YTD | -0.6% | +40.2% | -40.9% | -8.5% |
| 1Y | +24.3% | +34.1% | -9.8% | +15.5% |
| 3Y | +257.4% | +164.1% | +93.3% | +183.6% |
| 5Y | +166.5% | +199.3% | -32.9% | +101.4% |
| 10Y | +228.5% | +1,218.8% | -990.3% | +69.0% |
| All | +57.3% | +13,217.2% | -13,159.9% | -62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling