+21.8%
GDXJ vs ZBH
+11.3%
+10.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +13.5% | -3.9% | +6.7% |
| 7D | -0.2% | +14.3% | -14.4% | -2.9% |
| 30D | -7.6% | +20.3% | -27.9% | -10.8% |
| 3M | +2.3% | +15.3% | -13.0% | -0.8% |
| 6M | -7.8% | +33.9% | -41.8% | -13.3% |
| YTD | -8.4% | +23.5% | -31.9% | -10.4% |
| 1Y | +21.8% | +7.9% | +13.9% | +19.0% |
| All | +21.8% | +11.3% | +10.5% | +19.0% |
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