+24.4%
MDLZ vs GDXJ
+19.5%
+4.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +9.6% | -6.2% | +3.6% |
| 7D | +8.9% | -0.2% | +9.1% | +8.8% |
| 30D | +15.2% | -7.6% | +22.8% | +15.0% |
| 3M | +9.5% | +2.3% | +7.2% | +9.5% |
| 6M | +11.7% | -7.8% | +19.5% | +12.2% |
| YTD | +28.4% | -8.4% | +36.8% | +30.9% |
| 1Y | +24.4% | +21.8% | +2.6% | +25.0% |
| All | +24.4% | +19.5% | +4.9% | +25.0% |
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