+1,200.6%
INTU vs GDXJ
+35.6%
+1,165.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.0% | -0.3% |
| 7D | -4.1% | -4.9% | +0.8% | -3.7% |
| 30D | +12.8% | -10.0% | +22.8% | +13.8% |
| 3M | +2.1% | -16.6% | +18.7% | +3.5% |
| 6M | -11.5% | -23.3% | +11.8% | -9.9% |
| YTD | -47.9% | -12.4% | -35.5% | -48.3% |
| 1Y | -47.7% | +0.5% | -48.1% | -48.9% |
| 3Y | -34.0% | +220.5% | -254.4% | -44.4% |
| 5Y | -43.5% | +124.7% | -168.3% | -51.3% |
| 10Y | +231.1% | +240.2% | -9.1% | +169.6% |
| All | +1,200.6% | +35.6% | +1,165.0% | +1,019.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling