+258.6%
NEM vs GDXJ
+76.0%
+182.6%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | -0.1% | +0.4% |
| 7D | +3.1% | +0.9% | +2.1% | +2.5% |
| 30D | +10.0% | +8.8% | +1.2% | +4.3% |
| 3M | +30.9% | +29.8% | +1.0% | +11.0% |
| 6M | +10.5% | -5.8% | +16.3% | +14.2% |
| YTD | +29.7% | +13.6% | +16.1% | +19.2% |
| 1Y | +71.1% | +54.5% | +16.7% | +30.4% |
| 3Y | +252.1% | +301.4% | -49.3% | +49.1% |
| 5Y | +157.7% | +236.3% | -78.6% | +18.5% |
| 10Y | +319.4% | +240.1% | +79.3% | +64.5% |
| All | +258.6% | +76.0% | +182.6% | +56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling