+181.3%
MCD vs GDXJ
+222.0%
-40.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.0% |
| 7D | -2.9% | +0.9% | -3.8% | -2.9% |
| 30D | -6.7% | +8.8% | -15.6% | -7.3% |
| 3M | -9.6% | +29.8% | -39.4% | -11.3% |
| 6M | -22.3% | -5.8% | -16.5% | -22.4% |
| YTD | -15.4% | +13.6% | -29.0% | -16.9% |
| 1Y | -16.8% | +54.5% | -71.3% | -20.3% |
| 3Y | -2.4% | +301.4% | -303.8% | -13.7% |
| 5Y | +19.4% | +236.3% | -217.0% | +5.6% |
| 10Y | +181.3% | +240.1% | -58.8% | +151.2% |
| All | +181.3% | +222.0% | -40.7% | +151.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling