+18.9%
IWM vs GDXJ
+19.5%
-0.5%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +9.6% | -8.1% | -0.2% |
| 7D | +1.0% | -0.2% | +1.1% | +0.9% |
| 30D | +0.2% | -7.6% | +7.8% | +1.4% |
| 3M | -5.6% | +2.3% | -7.9% | -6.7% |
| 6M | +2.7% | -7.8% | +10.5% | +3.0% |
| YTD | +16.2% | -8.4% | +24.5% | +13.7% |
| 1Y | +18.9% | +21.8% | -2.8% | +6.3% |
| All | +18.9% | +19.5% | -0.5% | +6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling