+4,905.1%
LLY vs GDXJ
+75.7%
+4,829.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.8% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | -1.6% | +17.9% | -19.5% | -2.5% |
| 3M | +2.3% | +15.3% | -13.0% | +1.3% |
| 6M | +14.9% | -9.4% | +24.3% | +15.0% |
| YTD | +7.5% | +13.4% | -5.9% | +6.2% |
| 1Y | +55.7% | +59.7% | -4.0% | +51.0% |
| 3Y | +110.6% | +283.6% | -173.0% | +94.8% |
| 5Y | +363.4% | +217.6% | +145.8% | +329.5% |
| 10Y | +1,649.0% | +225.7% | +1,423.3% | +1,487.7% |
| All | +4,905.1% | +75.7% | +4,829.4% | +4,413.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling