-81.1%
PATH vs GDXJ
+127.2%
-208.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.8% |
| 7D | -5.6% | +3.8% | -9.4% | -6.5% |
| 30D | -0.7% | -7.7% | +7.0% | +0.9% |
| 3M | -5.9% | -4.3% | -1.6% | -5.5% |
| 6M | +21.6% | -7.4% | +29.0% | +21.3% |
| YTD | -20.6% | -7.9% | -12.7% | -22.7% |
| 1Y | -10.6% | +19.1% | -29.7% | -19.8% |
| 3Y | -24.9% | +212.2% | -237.1% | -54.8% |
| 5Y | -76.8% | +153.5% | -230.3% | -85.6% |
| All | -81.1% | +127.2% | -208.4% | -87.1% |
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