+740.1%
MCHP vs GDXJ
+69.0%
+671.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +2.0% | -1.3% |
| 7D | -2.1% | -6.2% | +4.1% | -1.1% |
| 30D | -11.1% | +4.6% | -15.8% | -11.9% |
| 3M | -18.1% | +31.3% | -49.4% | -21.7% |
| 6M | +10.8% | -10.7% | +21.5% | +12.0% |
| YTD | +14.2% | +9.1% | +5.2% | +11.5% |
| 1Y | +13.5% | +44.1% | -30.7% | +5.7% |
| 3Y | -2.0% | +285.4% | -287.4% | -21.9% |
| 5Y | +1.4% | +228.4% | -227.0% | -18.7% |
| 10Y | +195.5% | +226.5% | -31.0% | +129.7% |
| All | +740.1% | +69.0% | +671.1% | +554.1% |
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