+642.6%
GS vs GDXJ
+208.5%
+434.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | +3.4% | +4.3% | -0.9% | +2.9% |
| 30D | +0.2% | +8.4% | -8.2% | -0.9% |
| 3M | -0.3% | +25.5% | -25.8% | -3.3% |
| 6M | +27.4% | -6.3% | +33.7% | +27.3% |
| YTD | +19.6% | +12.1% | +7.6% | +16.9% |
| 1Y | +42.5% | +51.1% | -8.6% | +34.6% |
| 3Y | +240.4% | +296.1% | -55.6% | +188.3% |
| 5Y | +188.9% | +228.1% | -39.2% | +145.0% |
| 10Y | +642.6% | +211.8% | +430.8% | +541.9% |
| All | +642.6% | +208.5% | +434.1% | +541.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling