+3,722.6%
PANW vs GDXJ
+103.2%
+3,619.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.0% | +1.3% |
| 7D | +2.0% | -6.2% | +8.2% | +2.5% |
| 30D | -11.8% | +4.6% | -16.4% | -12.3% |
| 3M | +28.6% | +31.3% | -2.7% | +25.3% |
| 6M | +104.4% | -10.7% | +115.1% | +104.9% |
| YTD | +83.8% | +9.1% | +74.7% | +80.6% |
| 1Y | +71.5% | +44.1% | +27.4% | +64.4% |
| 3Y | +172.2% | +285.4% | -113.2% | +139.6% |
| 5Y | +332.2% | +228.4% | +103.8% | +280.9% |
| 10Y | +1,306.4% | +226.5% | +1,079.8% | +1,126.6% |
| All | +3,722.6% | +103.2% | +3,619.4% | +3,301.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling