+281.7%
GDXJ vs UUUU
+83.7%
+198.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.3% | +2.3% | -2.4% |
| 7D | -6.2% | -5.0% | -1.2% | -5.0% |
| 30D | +4.6% | -7.8% | +12.4% | +6.7% |
| 3M | +31.3% | -0.4% | +31.7% | +30.7% |
| 6M | -10.7% | -32.9% | +22.2% | -3.1% |
| YTD | +9.1% | -6.3% | +15.3% | +10.2% |
| 1Y | +44.1% | +7.9% | +36.2% | +37.4% |
| All | +281.7% | +83.7% | +198.0% | +191.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling