+1,319.3%
MU vs GDXJ
+225.9%
+1,093.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.5% | -1.2% |
| 7D | +7.2% | +4.3% | +2.9% | +5.5% |
| 30D | +14.0% | +8.4% | +5.5% | +10.4% |
| 3M | +5.4% | +25.5% | -20.1% | -3.0% |
| 6M | +170.3% | -6.3% | +176.6% | +171.1% |
| YTD | +250.7% | +12.1% | +238.6% | +232.6% |
| 1Y | +662.1% | +51.1% | +611.1% | +566.0% |
| 3Y | +1,341.2% | +296.1% | +1,045.1% | +880.2% |
| 5Y | +1,319.3% | +228.1% | +1,091.2% | +858.8% |
| All | +1,319.3% | +225.9% | +1,093.5% | +858.8% |
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