+59.7%
GDXJ vs ZBH
-5.6%
+65.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.4% |
| 7D | +0.2% | -2.8% | +3.0% | +0.5% |
| 30D | +17.9% | -0.1% | +17.9% | +17.8% |
| 3M | +15.3% | +13.4% | +1.9% | +13.3% |
| 6M | -9.4% | +3.0% | -12.4% | -9.6% |
| YTD | +13.4% | +9.7% | +3.8% | +14.0% |
| 1Y | +59.7% | -5.4% | +65.1% | +63.3% |
| All | +59.7% | -5.6% | +65.3% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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