-22.2%
PFE vs GDXJ
+225.9%
-248.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -2.2% |
| 7D | -2.7% | +4.3% | -7.0% | -2.9% |
| 30D | +3.8% | +8.4% | -4.6% | +3.2% |
| 3M | +10.4% | +25.5% | -15.2% | +8.5% |
| 6M | +6.3% | -6.3% | +12.6% | +6.2% |
| YTD | +17.4% | +12.1% | +5.3% | +15.6% |
| 1Y | +21.1% | +51.1% | -29.9% | +16.4% |
| 3Y | -1.6% | +296.1% | -297.7% | -13.6% |
| 5Y | -22.2% | +228.1% | -250.3% | -31.3% |
| All | -22.2% | +225.9% | -248.0% | -31.3% |
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