+162.0%
MPWR vs GDXJ
+144.7%
+17.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.0% | +3.8% | +0.1% |
| 7D | +2.2% | +11.8% | -9.6% | -2.2% |
| 30D | -2.1% | -7.1% | +5.0% | +0.5% |
| 3M | -1.6% | -10.5% | +9.0% | +2.1% |
| 6M | -14.9% | -15.5% | +0.6% | -10.7% |
| YTD | +50.5% | -6.6% | +57.1% | +49.2% |
| 1Y | +40.0% | +11.3% | +28.6% | +29.3% |
| 3Y | +175.0% | +242.0% | -67.0% | +56.1% |
| 5Y | +162.0% | +147.7% | +14.3% | +64.3% |
| All | +162.0% | +144.7% | +17.3% | +64.3% |
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