-3.9%
MCD vs GDXJ
+19.5%
-23.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +9.6% | -3.1% | +6.3% |
| 7D | +11.9% | -0.2% | +12.0% | +11.6% |
| 30D | +20.2% | -7.6% | +27.8% | +20.1% |
| 3M | +5.2% | +2.3% | +2.9% | +5.0% |
| 6M | 0.0% | -7.8% | +7.8% | -0.1% |
| YTD | -6.5% | -8.4% | +1.9% | -6.1% |
| 1Y | -3.9% | +21.8% | -25.7% | -2.8% |
| All | -3.9% | +19.5% | -23.4% | -2.8% |
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 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