+22.5%
MA vs GDXJ
+19.5%
+3.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +9.6% | -5.7% | +4.0% |
| 7D | +10.2% | -0.2% | +10.4% | +10.1% |
| 30D | +19.3% | -7.6% | +26.9% | +19.0% |
| 3M | +18.0% | +2.3% | +15.7% | +17.8% |
| 6M | +33.7% | -7.8% | +41.5% | +33.5% |
| YTD | +18.6% | -8.4% | +27.0% | +15.2% |
| 1Y | +22.5% | +21.8% | +0.7% | +15.7% |
| All | +22.5% | +19.5% | +3.0% | +15.7% |
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 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