+72.7%
GDXJ vs ZBRA
+1,184.6%
-1,111.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.9% |
| 7D | -6.2% | -3.8% | -2.4% | -5.6% |
| 30D | +4.6% | -10.2% | +14.8% | +6.6% |
| 3M | +31.3% | +58.7% | -27.4% | +20.0% |
| 6M | -10.7% | +61.9% | -72.6% | -18.8% |
| YTD | +9.1% | +41.7% | -32.6% | +0.9% |
| 1Y | +44.1% | +12.4% | +31.8% | +38.5% |
| 3Y | +285.4% | +34.2% | +251.2% | +248.5% |
| 5Y | +228.4% | -40.8% | +269.1% | +233.7% |
| 10Y | +226.5% | +420.3% | -193.7% | +108.6% |
| All | +72.7% | +1,184.6% | -1,111.9% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 all: compounded portfolio wealth divided by compounded ZBRA 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…
all analysis · Full analysis span regression · 6 months rolling