+45.4%
GDXJ vs URI
+13,484.3%
-13,438.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.2% | -5.8% | -2.5% |
| 7D | +0.3% | +2.4% | -2.1% | -0.3% |
| 30D | -7.4% | +8.9% | -16.3% | -9.2% |
| 3M | -11.9% | +0.8% | -12.7% | -12.3% |
| 6M | -19.3% | +23.1% | -42.4% | -23.0% |
| YTD | -8.1% | +43.1% | -51.2% | -15.8% |
| 1Y | +9.1% | +35.7% | -26.6% | +1.1% |
| 3Y | +236.2% | +158.2% | +78.0% | +168.0% |
| 5Y | +136.3% | +212.6% | -76.2% | +77.1% |
| 10Y | +256.9% | +1,210.8% | -953.9% | +83.9% |
| All | +45.4% | +13,484.3% | -13,438.9% | -65.6% |
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