+51.2%
JNJ vs GDXJ
+19.5%
+31.7%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.6% | -5.8% | +3.7% |
| 7D | +1.9% | -0.2% | +2.1% | +1.8% |
| 30D | +9.2% | -7.6% | +16.8% | +9.1% |
| 3M | +8.9% | +2.3% | +6.6% | +8.8% |
| 6M | +24.6% | -7.8% | +32.4% | +24.6% |
| YTD | +35.7% | -8.4% | +44.1% | +36.7% |
| 1Y | +51.2% | +21.8% | +29.4% | +52.4% |
| All | +51.2% | +19.5% | +31.7% | +52.4% |
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 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