+394.5%
GLW vs GDXJ
+229.7%
+164.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.2% |
| 7D | +16.9% | +0.9% | +15.9% | +16.5% |
| 30D | +7.0% | +8.8% | -1.8% | +4.3% |
| 3M | -3.0% | +29.8% | -32.8% | -10.0% |
| 6M | +31.0% | -5.8% | +36.8% | +30.7% |
| YTD | +93.4% | +13.6% | +79.8% | +86.0% |
| 1Y | +134.7% | +54.5% | +80.3% | +113.6% |
| 3Y | +471.8% | +301.4% | +170.4% | +334.5% |
| 5Y | +394.5% | +236.3% | +158.1% | +272.0% |
| All | +394.5% | +229.7% | +164.8% | +272.0% |
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