-11.2%
SHOP vs GDXJ
+45.5%
-56.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.4% |
| 7D | -11.2% | -2.8% | -8.4% | -10.6% |
| 30D | -14.4% | +5.0% | -19.3% | -15.6% |
| 3M | +16.6% | +24.1% | -7.5% | +9.6% |
| 6M | -0.6% | -7.4% | +6.8% | -0.6% |
| YTD | -20.0% | +10.2% | -30.2% | -25.4% |
| 1Y | -11.2% | +42.5% | -53.7% | -27.3% |
| All | -11.2% | +45.5% | -56.7% | -27.3% |
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 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