+41.2%
GOOGL vs GDXJ
+45.5%
-4.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.6% |
| 7D | 0.0% | -2.8% | +2.8% | +0.3% |
| 30D | -1.4% | +5.0% | -6.4% | -2.1% |
| 3M | -5.3% | +24.1% | -29.4% | -8.2% |
| 6M | +9.8% | -7.4% | +17.1% | +9.6% |
| YTD | +8.4% | +10.2% | -1.9% | +4.6% |
| 1Y | +41.2% | +42.5% | -1.3% | +25.7% |
| All | +41.2% | +45.5% | -4.3% | +25.7% |
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