+68.3%
T vs GDXJ
+221.5%
-153.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.0% | +5.6% | +1.8% |
| 7D | -2.4% | -6.2% | +3.8% | -2.1% |
| 30D | +4.3% | +4.6% | -0.4% | +3.9% |
| 3M | +11.6% | +31.3% | -19.7% | +9.2% |
| 6M | -5.6% | -10.7% | +5.1% | -5.1% |
| YTD | +6.6% | +9.1% | -2.5% | +4.3% |
| 1Y | -8.4% | +44.1% | -52.5% | -13.5% |
| 3Y | +107.8% | +285.4% | -177.5% | +68.2% |
| 5Y | +68.3% | +228.4% | -160.1% | +36.6% |
| All | +68.3% | +221.5% | -153.2% | +36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling