+417.3%
LIN vs GDXJ
+214.1%
+203.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.9% | -4.0% | +0.4% |
| 7D | +0.1% | +16.4% | -16.2% | -1.6% |
| 30D | +7.6% | -1.2% | +8.8% | +7.5% |
| 3M | +6.5% | -3.9% | +10.4% | +6.6% |
| 6M | +6.2% | -10.2% | +16.3% | +6.5% |
| YTD | +23.2% | -0.6% | +23.9% | +21.1% |
| 1Y | +25.4% | +24.3% | +1.1% | +19.7% |
| 3Y | +38.3% | +257.4% | -219.1% | +13.6% |
| 5Y | +64.4% | +166.5% | -102.1% | +37.1% |
| 10Y | +417.3% | +228.5% | +188.8% | +326.5% |
| All | +417.3% | +214.1% | +203.2% | +326.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling