+34.7%
NXPI vs GDXJ
+123.6%
-88.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | +6.8% | -8.1% | +14.9% | +8.8% |
| 30D | +20.0% | -5.5% | +25.5% | +21.2% |
| 3M | +14.8% | -14.6% | +29.4% | +18.4% |
| 6M | -10.5% | -23.2% | +12.7% | -6.0% |
| YTD | +23.7% | -13.0% | +36.7% | +24.5% |
| 1Y | +34.1% | +2.8% | +31.3% | +29.2% |
| 3Y | +51.2% | +221.5% | -170.2% | +4.8% |
| All | +34.7% | +123.6% | -88.8% | +4.9% |
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