+41.5%
NU vs GDXJ
+225.8%
-184.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.7% | -3.0% |
| 7D | -4.9% | -2.8% | -2.1% | -4.1% |
| 30D | +7.8% | +5.0% | +2.9% | +6.0% |
| 3M | +20.9% | +24.1% | -3.1% | +12.2% |
| 6M | +0.9% | -7.4% | +8.2% | +1.4% |
| YTD | -12.7% | +10.2% | -22.9% | -18.1% |
| 1Y | -6.4% | +42.5% | -48.9% | -20.3% |
| 3Y | +98.1% | +285.7% | -187.6% | +13.2% |
| All | +41.5% | +225.8% | -184.3% | -17.9% |
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