+422.4%
GE vs GDXJ
+221.5%
+201.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +0.3% |
| 7D | -2.8% | -6.2% | +3.4% | -1.8% |
| 30D | -11.9% | +4.6% | -16.6% | -12.9% |
| 3M | +1.8% | +31.3% | -29.4% | -3.8% |
| 6M | -0.6% | -10.7% | +10.1% | 0.0% |
| YTD | +5.5% | +9.1% | -3.6% | +1.7% |
| 1Y | +15.0% | +44.1% | -29.2% | +4.6% |
| 3Y | +269.5% | +285.4% | -15.9% | +171.3% |
| 5Y | +422.4% | +228.4% | +194.1% | +295.0% |
| All | +422.4% | +221.5% | +201.0% | +295.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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