+606.9%
GEV vs GDXJ
+254.5%
+352.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.0% | +1.1% | -1.7% |
| 7D | -1.9% | -6.2% | +4.3% | -0.1% |
| 30D | -8.7% | +4.6% | -13.3% | -10.2% |
| 3M | +6.6% | +31.3% | -24.7% | -2.9% |
| 6M | +10.2% | -10.7% | +20.9% | +11.8% |
| YTD | +41.6% | +9.1% | +32.6% | +33.3% |
| 1Y | +43.9% | +44.1% | -0.2% | +22.0% |
| All | +606.9% | +254.5% | +352.4% | +317.0% |
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 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