-77.1%
PATH vs GDXJ
+138.8%
-216.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.8% |
| 7D | -2.7% | +0.3% | -3.0% | -2.9% |
| 30D | -1.4% | -7.4% | +6.1% | 0.0% |
| 3M | -16.4% | -11.9% | -4.5% | -14.6% |
| 6M | +23.3% | -19.3% | +42.6% | +27.6% |
| YTD | -19.8% | -8.1% | -11.7% | -21.9% |
| 1Y | -8.6% | +9.1% | -17.6% | -15.7% |
| 3Y | -24.0% | +236.2% | -260.3% | -55.8% |
| 5Y | -77.1% | +136.3% | -213.5% | -83.6% |
| All | -77.1% | +138.8% | -216.0% | -83.6% |
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 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