+21.1%
NEE vs GDXJ
+58.9%
-37.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.7% | -0.6% |
| 7D | +1.9% | +0.2% | +1.8% | +1.9% |
| 30D | -2.2% | +17.9% | -20.0% | -3.1% |
| 3M | -1.2% | +15.3% | -16.5% | -2.1% |
| 6M | -8.6% | -9.4% | +0.9% | -7.8% |
| YTD | +6.2% | +13.4% | -7.2% | +4.2% |
| 1Y | +21.1% | +59.7% | -38.5% | +13.6% |
| All | +21.1% | +58.9% | -37.8% | +13.6% |
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