+115.1%
NOK vs GDXJ
+229.9%
-114.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +4.6% |
| 7D | +11.0% | -2.8% | +13.8% | +11.6% |
| 30D | +7.8% | +5.0% | +2.9% | +6.4% |
| 3M | -21.0% | +24.1% | -45.1% | -25.1% |
| 6M | +40.9% | -7.4% | +48.2% | +40.8% |
| YTD | +72.0% | +10.2% | +61.8% | +64.5% |
| 1Y | +140.9% | +42.5% | +98.4% | +116.6% |
| 3Y | +194.3% | +285.7% | -91.5% | +104.7% |
| All | +115.1% | +229.9% | -114.8% | +46.3% |
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