+323.7%
MMM vs GDXJ
+73.6%
+250.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.5% |
| 7D | -1.6% | +4.3% | -5.9% | -1.9% |
| 30D | -8.0% | +8.4% | -16.4% | -8.7% |
| 3M | +9.4% | +25.5% | -16.2% | +7.1% |
| 6M | +10.2% | -6.3% | +16.6% | +10.2% |
| YTD | +6.1% | +12.1% | -6.0% | +4.3% |
| 1Y | +10.8% | +51.1% | -40.3% | +6.1% |
| 3Y | +104.8% | +296.1% | -191.3% | +80.1% |
| 5Y | +27.0% | +228.1% | -201.1% | +12.1% |
| 10Y | +53.8% | +211.8% | -158.0% | +32.6% |
| All | +323.7% | +73.6% | +250.1% | +276.4% |
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