+215.1%
GDXJ vs UUUU
+465.5%
-250.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.0% | +2.1% |
| 7D | -2.8% | -10.5% | +7.7% | -0.7% |
| 30D | +5.0% | -10.5% | +15.5% | +7.2% |
| 3M | +24.1% | -14.1% | +38.2% | +27.3% |
| 6M | -7.4% | -35.5% | +28.1% | -0.1% |
| YTD | +10.2% | -10.9% | +21.2% | +11.2% |
| 1Y | +42.5% | +3.4% | +39.2% | +36.9% |
| 3Y | +285.7% | +73.1% | +212.6% | +217.5% |
| 5Y | +231.9% | +87.1% | +144.7% | +157.3% |
| All | +215.1% | +465.5% | -250.4% | +80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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