+510.7%
GE vs GDXJ
+34.8%
+475.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +2.7% | -8.1% | +10.7% | +3.5% |
| 30D | +8.1% | -5.5% | +13.5% | +8.6% |
| 3M | -7.9% | -14.6% | +6.7% | -6.7% |
| 6M | +12.9% | -23.2% | +36.1% | +15.2% |
| YTD | +8.2% | -13.0% | +21.1% | +8.4% |
| 1Y | +9.7% | +2.8% | +6.9% | +8.1% |
| 3Y | +266.1% | +221.5% | +44.6% | +220.4% |
| 5Y | +407.4% | +123.4% | +284.0% | +352.5% |
| 10Y | +150.3% | +238.2% | -87.8% | +108.8% |
| All | +510.7% | +34.8% | +475.8% | +427.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling