+79.5%
GDXJ vs URI
+11,820.6%
-11,741.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.1% | -2.8% |
| 7D | +0.2% | -2.0% | +2.2% | +0.6% |
| 30D | +17.9% | -12.9% | +30.8% | +21.1% |
| 3M | +15.3% | -6.7% | +22.0% | +16.7% |
| 6M | -9.4% | +19.0% | -28.4% | -13.4% |
| YTD | +13.4% | +25.5% | -12.1% | +7.0% |
| 1Y | +59.7% | +5.5% | +54.1% | +55.9% |
| 3Y | +283.6% | +111.3% | +172.3% | +218.6% |
| 5Y | +217.6% | +198.6% | +19.0% | +140.3% |
| 10Y | +225.7% | +1,179.9% | -954.2% | +68.0% |
| All | +79.5% | +11,820.6% | -11,741.1% | -56.3% |
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