+57.7%
GEV vs GDXJ
+58.9%
-1.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.7% |
| 7D | +3.3% | +0.2% | +3.1% | +3.2% |
| 30D | -7.5% | +17.9% | -25.3% | -11.9% |
| 3M | -2.2% | +15.3% | -17.5% | -7.0% |
| 6M | +12.1% | -9.4% | +21.5% | +12.5% |
| YTD | +44.4% | +13.4% | +31.0% | +33.9% |
| 1Y | +57.7% | +59.7% | -2.0% | +20.8% |
| All | +57.7% | +58.9% | -1.3% | +20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling