+1,358.0%
LITE vs GDXJ
+219.0%
+1,139.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.3% |
| 7D | +10.8% | -8.1% | +18.9% | +14.5% |
| 30D | -33.4% | -5.5% | -28.0% | -32.2% |
| 3M | -32.2% | -14.6% | -17.7% | -28.5% |
| 6M | -42.1% | -23.2% | -18.9% | -37.1% |
| YTD | +61.9% | -13.0% | +74.8% | +64.4% |
| 1Y | +163.0% | +2.8% | +160.2% | +152.3% |
| 3Y | +1,358.0% | +221.5% | +1,136.5% | +804.0% |
| All | +1,358.0% | +219.0% | +1,139.0% | +804.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling