-49.7%
INTU vs GDXJ
+58.9%
-108.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -3.5% |
| 7D | -7.1% | +0.2% | -7.3% | -7.1% |
| 30D | +1.5% | +17.9% | -16.4% | +2.1% |
| 3M | +10.7% | +15.3% | -4.6% | +11.6% |
| 6M | -23.8% | -9.4% | -14.4% | -23.2% |
| YTD | -49.3% | +13.4% | -62.7% | -49.3% |
| 1Y | -49.7% | +59.7% | -109.3% | -51.9% |
| All | -49.7% | +58.9% | -108.6% | -51.9% |
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 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