+24.2%
MDT vs GDXJ
+281.5%
-257.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | 0.0% |
| 7D | -1.6% | -6.2% | +4.6% | -1.2% |
| 30D | +1.0% | +4.6% | -3.6% | +0.6% |
| 3M | +15.2% | +31.3% | -16.1% | +12.8% |
| 6M | +3.7% | -10.7% | +14.4% | +4.1% |
| YTD | -3.0% | +9.1% | -12.0% | -4.4% |
| 1Y | +2.5% | +44.1% | -41.7% | -1.8% |
| All | +24.2% | +281.5% | -257.2% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling