+39.7%
GOOG vs GDXJ
+45.5%
-5.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.5% | +1.4% |
| 7D | 0.0% | -2.8% | +2.8% | +0.3% |
| 30D | -2.0% | +5.0% | -6.9% | -2.6% |
| 3M | -5.9% | +24.1% | -29.9% | -8.6% |
| 6M | +8.9% | -7.4% | +16.3% | +8.7% |
| YTD | +7.1% | +10.2% | -3.1% | +3.5% |
| 1Y | +39.7% | +42.5% | -2.9% | +25.0% |
| All | +39.7% | +45.5% | -5.8% | +25.0% |
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 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