+358.4%
LIN vs GDXJ
+208.5%
+149.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.8% | -1.8% |
| 7D | -3.5% | +4.3% | -7.8% | -3.9% |
| 30D | -4.1% | +8.4% | -12.5% | -5.1% |
| 3M | -6.4% | +25.5% | -31.9% | -9.1% |
| 6M | -2.4% | -6.3% | +3.9% | -2.6% |
| YTD | +10.9% | +12.1% | -1.2% | +7.9% |
| 1Y | 0.0% | +51.1% | -51.0% | -6.7% |
| 3Y | +25.8% | +296.1% | -270.2% | +2.6% |
| 5Y | +60.8% | +228.1% | -167.3% | +31.8% |
| 10Y | +358.4% | +211.8% | +146.6% | +280.3% |
| All | +358.4% | +208.5% | +149.9% | +280.3% |
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 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