-6.4%
T vs GDXJ
+19.5%
-25.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +9.6% | -7.6% | +2.6% |
| 7D | +5.5% | -0.2% | +5.6% | +5.4% |
| 30D | -8.9% | -7.6% | -1.3% | -9.4% |
| 3M | -5.6% | +2.3% | -7.9% | -5.5% |
| 6M | -14.3% | -7.8% | -6.5% | -14.2% |
| YTD | -7.9% | -8.4% | +0.5% | -9.8% |
| 1Y | -6.4% | +21.8% | -28.2% | -8.3% |
| All | -6.4% | +19.5% | -25.9% | -8.3% |
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