-18.2%
MDT vs GDXJ
+229.9%
-248.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.8% |
| 7D | -3.4% | -2.8% | -0.6% | -3.2% |
| 30D | +0.2% | +5.0% | -4.7% | -0.4% |
| 3M | +14.3% | +24.1% | -9.8% | +11.6% |
| 6M | +4.0% | -7.4% | +11.4% | +4.1% |
| YTD | -3.7% | +10.2% | -13.9% | -5.8% |
| 1Y | -0.4% | +42.5% | -42.9% | -5.9% |
| 3Y | +23.3% | +285.7% | -262.4% | +0.1% |
| All | -18.2% | +229.9% | -248.1% | -32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling