+689.8%
LIN vs GDXJ
+75.7%
+614.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.7% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | -2.4% | +17.9% | -20.3% | -4.2% |
| 3M | -5.6% | +15.3% | -20.9% | -7.4% |
| 6M | -3.4% | -9.4% | +6.1% | -3.2% |
| YTD | +13.1% | +13.4% | -0.3% | +10.1% |
| 1Y | +2.5% | +59.7% | -57.2% | -4.3% |
| 3Y | +27.6% | +283.6% | -256.0% | +6.8% |
| 5Y | +63.0% | +217.6% | -154.6% | +37.3% |
| 10Y | +359.3% | +225.7% | +133.6% | +273.3% |
| All | +689.8% | +75.7% | +614.2% | +546.2% |
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