+2,981.5%
MUU vs GDXJ
+58.9%
+2,922.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.5% | +14.1% | +14.2% |
| 7D | +17.4% | +0.2% | +17.2% | +16.6% |
| 30D | +24.0% | +17.9% | +6.1% | +1.1% |
| 3M | -23.9% | +15.3% | -39.2% | -33.8% |
| 6M | +284.4% | -9.4% | +293.9% | +308.0% |
| YTD | +583.7% | +13.4% | +570.3% | +484.0% |
| 1Y | +2,981.5% | +59.7% | +2,921.8% | +1,998.2% |
| All | +2,981.5% | +58.9% | +2,922.5% | +1,998.2% |
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