+562.5%
LITE vs GDXJ
+123.6%
+438.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.3% |
| 7D | +10.8% | -8.1% | +18.9% | +13.8% |
| 30D | -33.4% | -5.5% | -28.0% | -32.4% |
| 3M | -32.2% | -14.6% | -17.7% | -29.2% |
| 6M | -42.1% | -23.2% | -18.9% | -38.0% |
| YTD | +61.9% | -13.0% | +74.8% | +65.1% |
| 1Y | +163.0% | +2.8% | +160.2% | +157.3% |
| 3Y | +1,358.0% | +221.5% | +1,136.5% | +970.2% |
| All | +562.5% | +123.6% | +438.9% | +435.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling