+9.6%
MMM vs GDXJ
-0.6%
+10.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -0.8% | -8.1% | +7.3% | +0.3% |
| 30D | +11.7% | -5.5% | +17.1% | +12.1% |
| 3M | +1.0% | -14.6% | +15.6% | +2.5% |
| 6M | +26.0% | -23.2% | +49.3% | +29.3% |
| YTD | +16.3% | -13.0% | +29.3% | +15.6% |
| 1Y | +9.6% | +2.8% | +6.9% | +4.2% |
| All | +9.6% | -0.6% | +10.3% | +4.2% |
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 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