+232.7%
LITE vs GDXJ
+19.5%
+213.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +9.6% | -17.5% | -12.5% |
| 7D | -31.4% | -0.2% | -31.3% | -31.7% |
| 30D | -42.6% | -7.6% | -35.0% | -40.3% |
| 3M | -26.2% | +2.3% | -28.5% | -28.1% |
| 6M | -35.8% | -7.8% | -28.0% | -34.7% |
| YTD | +70.0% | -8.4% | +78.4% | +40.3% |
| 1Y | +232.7% | +21.8% | +210.9% | +53.9% |
| All | +232.7% | +19.5% | +213.3% | +53.9% |
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