+803.5%
PLD vs GDXJ
+53.9%
+749.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.9% | -2.1% | +2.2% |
| 7D | +0.7% | +16.4% | -15.7% | -1.3% |
| 30D | +0.8% | -1.2% | +2.0% | +0.8% |
| 3M | -6.1% | -3.9% | -2.2% | -6.0% |
| 6M | -8.0% | -10.2% | +2.1% | -7.6% |
| YTD | +4.7% | -0.6% | +5.3% | +2.8% |
| 1Y | +7.2% | +24.3% | -17.1% | +2.0% |
| 3Y | +39.2% | +257.4% | -218.2% | +12.9% |
| 5Y | +1.9% | +166.5% | -164.6% | -15.5% |
| 10Y | +256.8% | +228.5% | +28.2% | +175.4% |
| All | +803.5% | +53.9% | +749.5% | +631.5% |
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