+217.1%
GDXJ vs UUUU
+88.5%
+128.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.3% | +2.3% | -2.3% |
| 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% | -2.7% |
| YTD | +9.1% | -6.3% | +15.3% | +8.8% |
| 1Y | +44.1% | +7.9% | +36.2% | +34.4% |
| 3Y | +285.4% | +85.2% | +200.2% | +187.3% |
| All | +217.1% | +88.5% | +128.6% | +123.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling