-41.5%
INTU vs GDXJ
+297.3%
-338.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -1.6% |
| 7D | -8.5% | +0.9% | -9.4% | -8.5% |
| 30D | -6.1% | +8.8% | -14.9% | -6.6% |
| 3M | +7.3% | +29.8% | -22.5% | +5.5% |
| 6M | -33.2% | -5.8% | -27.4% | -32.8% |
| YTD | -52.2% | +13.6% | -65.8% | -53.3% |
| 1Y | -52.7% | +54.5% | -107.2% | -56.2% |
| All | -41.5% | +297.3% | -338.8% | -53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling