+131.9%
LITE vs GDXJ
+10.6%
+121.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.0% | +4.2% | +1.0% |
| 7D | -13.9% | +11.8% | -25.7% | -18.7% |
| 30D | -46.9% | -7.1% | -39.8% | -45.0% |
| 3M | -28.0% | -10.5% | -17.5% | -24.5% |
| 6M | -35.2% | -15.5% | -19.7% | -31.3% |
| YTD | +58.9% | -6.6% | +65.4% | +32.8% |
| All | +131.9% | +10.6% | +121.3% | +42.9% |
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