+3.6%
GOOG vs GDXJ
+19.5%
-15.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.6% | -6.4% | +2.0% |
| 7D | -10.7% | -0.2% | -10.6% | -10.8% |
| 30D | -16.4% | -7.6% | -8.8% | -15.8% |
| 3M | -23.4% | +2.3% | -25.7% | -24.0% |
| 6M | -24.2% | -7.8% | -16.4% | -24.1% |
| YTD | -8.3% | -8.4% | +0.1% | -10.0% |
| 1Y | +3.6% | +21.8% | -18.2% | -7.9% |
| All | +3.6% | +19.5% | -15.9% | -7.9% |
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