+2,292.3%
GOOGL vs GDXJ
+73.6%
+2,218.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.1% |
| 7D | +1.1% | +4.3% | -3.2% | +0.7% |
| 30D | -4.4% | +8.4% | -12.9% | -5.2% |
| 3M | -6.8% | +25.5% | -32.3% | -9.0% |
| 6M | +13.6% | -6.3% | +19.9% | +13.5% |
| YTD | +8.3% | +12.1% | -3.8% | +6.1% |
| 1Y | +44.9% | +51.1% | -6.1% | +37.9% |
| 3Y | +150.5% | +296.1% | -145.6% | +117.2% |
| 5Y | +137.7% | +228.1% | -90.4% | +107.0% |
| 10Y | +750.9% | +211.8% | +539.1% | +630.9% |
| All | +2,292.3% | +73.6% | +2,218.7% | +1,988.7% |
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 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