+2.6%
NOW vs GDXJ
+225.9%
-223.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -4.8% |
| 7D | -6.1% | +4.3% | -10.4% | -6.7% |
| 30D | +7.5% | +8.4% | -1.0% | +6.1% |
| 3M | +17.5% | +25.5% | -8.0% | +13.2% |
| 6M | +7.9% | -6.3% | +14.3% | +8.1% |
| YTD | -12.4% | +12.1% | -24.5% | -15.8% |
| 1Y | -28.6% | +51.1% | -79.6% | -35.7% |
| 3Y | +11.8% | +296.1% | -284.2% | -20.5% |
| 5Y | +2.6% | +228.1% | -225.5% | -24.9% |
| All | +2.6% | +225.9% | -223.2% | -24.9% |
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 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