+59.8%
ON vs GDXJ
+229.9%
-170.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.1% | +7.5% | +8.2% |
| 7D | +2.4% | -2.8% | +5.2% | +3.2% |
| 30D | -8.6% | +5.0% | -13.6% | -10.2% |
| 3M | -34.3% | +24.1% | -58.4% | -38.9% |
| 6M | +28.5% | -7.4% | +35.9% | +29.0% |
| YTD | +40.6% | +10.2% | +30.4% | +33.1% |
| 1Y | +55.3% | +42.5% | +12.8% | +35.7% |
| 3Y | -22.2% | +285.7% | -307.9% | -52.7% |
| All | +59.8% | +229.9% | -170.1% | -3.4% |
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