-59.6%
MSTR vs GDXJ
+51.7%
-111.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.5% |
| 7D | +7.7% | +0.9% | +6.8% | +7.4% |
| 30D | +36.3% | +8.8% | +27.5% | +31.8% |
| 3M | +13.4% | +29.8% | -16.4% | +1.3% |
| 6M | -4.5% | -5.8% | +1.3% | -4.7% |
| YTD | -12.7% | +13.6% | -26.3% | -18.2% |
| 1Y | -59.6% | +54.5% | -114.1% | -65.4% |
| All | -59.6% | +51.7% | -111.3% | -65.4% |
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 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