+217.8%
INTU vs GDXJ
+237.3%
-19.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.8% | +2.7% |
| 7D | -3.3% | -2.8% | -0.5% | -3.0% |
| 30D | -3.9% | +5.0% | -8.9% | -4.6% |
| 3M | +16.6% | +24.1% | -7.4% | +13.0% |
| 6M | -26.4% | -7.4% | -19.1% | -26.5% |
| YTD | -51.0% | +10.2% | -61.2% | -52.6% |
| 1Y | -50.8% | +42.5% | -93.3% | -54.5% |
| 3Y | -40.1% | +285.7% | -325.8% | -53.2% |
| 5Y | -41.2% | +231.9% | -273.1% | -53.9% |
| All | +217.8% | +237.3% | -19.5% | +153.3% |
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 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