+17.0%
PG vs GDXJ
+19.5%
-2.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.6% | -6.4% | +3.1% |
| 7D | +5.7% | -0.2% | +5.9% | +5.6% |
| 30D | +15.4% | -7.6% | +23.0% | +15.4% |
| 3M | +13.8% | +2.3% | +11.5% | +13.4% |
| 6M | +18.3% | -7.8% | +26.1% | +18.2% |
| YTD | +20.1% | -8.4% | +28.5% | +22.0% |
| 1Y | +17.0% | +21.8% | -4.8% | +22.8% |
| All | +17.0% | +19.5% | -2.5% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling