+364.6%
MMM vs GDXJ
+34.8%
+329.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -0.8% | -8.1% | +7.3% | -0.1% |
| 30D | +11.7% | -5.5% | +17.1% | +12.1% |
| 3M | +1.0% | -14.6% | +15.6% | +2.0% |
| 6M | +26.0% | -23.2% | +49.3% | +28.0% |
| YTD | +16.3% | -13.0% | +29.3% | +16.5% |
| 1Y | +9.6% | +2.8% | +6.9% | +8.4% |
| 3Y | +157.3% | +221.5% | -64.1% | +129.9% |
| 5Y | +42.5% | +123.4% | -80.9% | +29.2% |
| 10Y | +73.4% | +238.2% | -164.7% | +48.8% |
| All | +364.6% | +34.8% | +329.7% | +320.5% |
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