+21.8%
GDXJ vs XYZ
+19.9%
+1.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +15.3% | -5.7% | +3.1% |
| 7D | -0.2% | +16.5% | -16.7% | -6.5% |
| 30D | -7.6% | +15.0% | -22.6% | -13.0% |
| 3M | +2.3% | +3.5% | -1.3% | +0.1% |
| 6M | -7.8% | +21.9% | -29.7% | -15.6% |
| YTD | -8.4% | +34.6% | -43.0% | -19.9% |
| 1Y | +21.8% | +20.7% | +1.1% | +9.1% |
| All | +21.8% | +19.9% | +1.9% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1y: compounded portfolio wealth divided by compounded XYZ 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…
1y analysis · Full analysis span regression · 6 months rolling