+1,563.7%
LITE vs GDXJ
+288.7%
+1,275.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.5% | +6.5% | +5.0% |
| 7D | -1.5% | +0.2% | -1.7% | -1.7% |
| 30D | +6.7% | +17.9% | -11.2% | -0.2% |
| 3M | -6.8% | +15.3% | -22.1% | -12.5% |
| 6M | +29.4% | -9.4% | +38.9% | +31.5% |
| YTD | +139.1% | +13.4% | +125.7% | +119.9% |
| 1Y | +521.0% | +59.7% | +461.3% | +407.8% |
| All | +1,563.7% | +288.7% | +1,275.0% | +829.8% |
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