+16.8%
NXPI vs GDXJ
+221.5%
-204.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.0% | +5.4% | +2.4% |
| 7D | +0.7% | -6.2% | +6.9% | +2.2% |
| 30D | -4.2% | +4.6% | -8.8% | -5.6% |
| 3M | -20.4% | +31.3% | -51.7% | -26.0% |
| 6M | +12.5% | -10.7% | +23.2% | +13.6% |
| YTD | +5.2% | +9.1% | -3.8% | +0.6% |
| 1Y | +5.1% | +44.1% | -39.0% | -6.8% |
| 3Y | +17.7% | +285.4% | -267.7% | -21.6% |
| 5Y | +16.8% | +228.4% | -211.6% | -23.2% |
| All | +16.8% | +221.5% | -204.6% | -23.2% |
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