-42.6%
INTU vs GDXJ
+229.7%
-272.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -1.7% |
| 7D | -8.5% | +0.9% | -9.4% | -8.6% |
| 30D | -6.1% | +8.8% | -14.9% | -7.3% |
| 3M | +7.3% | +29.8% | -22.5% | +3.0% |
| 6M | -33.2% | -5.8% | -27.4% | -33.1% |
| YTD | -52.2% | +13.6% | -65.8% | -54.3% |
| 1Y | -52.7% | +54.5% | -107.2% | -58.1% |
| 3Y | -41.6% | +301.4% | -343.0% | -60.1% |
| 5Y | -42.6% | +236.3% | -279.0% | -60.9% |
| All | -42.6% | +229.7% | -272.3% | -60.9% |
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 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