-5.3%
SYK vs GDXJ
+285.5%
-290.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +2.0% |
| 7D | -9.1% | -2.8% | -6.3% | -9.0% |
| 30D | -20.6% | +5.0% | -25.6% | -20.9% |
| 3M | -9.6% | +24.1% | -33.7% | -10.6% |
| 6M | -19.9% | -7.4% | -12.5% | -19.6% |
| YTD | -21.2% | +10.2% | -31.4% | -22.2% |
| 1Y | -28.4% | +42.5% | -70.9% | -31.1% |
| 3Y | -5.3% | +285.7% | -291.0% | -20.4% |
| All | -5.3% | +285.5% | -290.8% | -20.4% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling