+998.5%
GLW vs GDXJ
+42.3%
+956.2%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.7% | +9.1% | +7.7% |
| 7D | +1.4% | +0.3% | +1.2% | +1.4% |
| 30D | -18.2% | -7.4% | -10.8% | -17.4% |
| 3M | -24.2% | -11.9% | -12.3% | -23.0% |
| 6M | -41.7% | -19.3% | -22.4% | -40.2% |
| YTD | +38.3% | -8.1% | +46.4% | +39.6% |
| 1Y | +38.2% | +9.1% | +29.1% | +36.8% |
| 3Y | +363.4% | +236.2% | +127.2% | +300.8% |
| 5Y | +254.6% | +136.3% | +118.2% | +213.1% |
| 10Y | +562.0% | +256.9% | +305.1% | +440.3% |
| All | +998.5% | +42.3% | +956.2% | +858.4% |
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