+46.9%
PM vs GDXJ
+19.5%
+27.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +9.6% | -8.1% | +1.8% |
| 7D | +4.3% | -0.2% | +4.4% | +4.2% |
| 30D | +11.5% | -7.6% | +19.1% | +11.3% |
| 3M | +13.0% | +2.3% | +10.8% | +12.9% |
| 6M | +25.9% | -7.8% | +33.7% | +26.5% |
| YTD | +34.0% | -8.4% | +42.4% | +37.8% |
| 1Y | +46.9% | +21.8% | +25.1% | +50.6% |
| All | +46.9% | +19.5% | +27.4% | +50.6% |
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 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