+834.9%
IVV vs GDXJ
+42.3%
+792.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.5% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -2.3% | -7.4% | +5.1% | -1.7% |
| 3M | -1.2% | -11.9% | +10.7% | -0.2% |
| 6M | +3.3% | -19.3% | +22.6% | +4.8% |
| YTD | +12.3% | -8.1% | +20.5% | +11.8% |
| 1Y | +12.5% | +9.1% | +3.5% | +10.0% |
| 3Y | +79.2% | +236.2% | -157.0% | +54.5% |
| 5Y | +75.6% | +136.3% | -60.7% | +54.5% |
| 10Y | +313.4% | +256.9% | +56.5% | +241.2% |
| All | +834.9% | +42.3% | +792.6% | +699.9% |
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 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