+138.3%
GOOGL vs GDXJ
+221.5%
-83.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +1.2% |
| 7D | -2.8% | -6.2% | +3.4% | -1.8% |
| 30D | -3.2% | +4.6% | -7.8% | -4.1% |
| 3M | -6.6% | +31.3% | -37.9% | -11.4% |
| 6M | +8.5% | -10.7% | +19.1% | +9.3% |
| YTD | +6.5% | +9.1% | -2.6% | +2.6% |
| 1Y | +39.4% | +44.1% | -4.7% | +26.9% |
| 3Y | +146.2% | +285.4% | -139.2% | +81.2% |
| 5Y | +138.3% | +228.4% | -90.0% | +74.5% |
| All | +138.3% | +221.5% | -83.1% | +74.5% |
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