+102.3%
INTC vs GDXJ
+221.5%
-119.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.0% | -1.6% | -4.4% |
| 7D | +9.4% | -6.2% | +15.7% | +11.6% |
| 30D | +2.7% | +4.6% | -2.0% | +0.8% |
| 3M | -6.3% | +31.3% | -37.5% | -14.4% |
| 6M | +114.5% | -10.7% | +125.1% | +117.4% |
| YTD | +171.9% | +9.1% | +162.8% | +158.7% |
| 1Y | +305.0% | +44.1% | +260.9% | +253.2% |
| 3Y | +168.3% | +285.4% | -117.0% | +70.1% |
| 5Y | +102.3% | +228.4% | -126.1% | +27.3% |
| All | +102.3% | +221.5% | -119.2% | +27.3% |
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