+494.4%
TEAM vs GDXJ
+237.3%
+257.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | -5.2% | -2.8% | -2.4% | -4.9% |
| 30D | +15.8% | +5.0% | +10.8% | +14.9% |
| 3M | +101.5% | +24.1% | +77.4% | +95.8% |
| 6M | +138.2% | -7.4% | +145.5% | +138.2% |
| YTD | +10.8% | +10.2% | +0.6% | +7.4% |
| 1Y | +1.7% | +42.5% | -40.8% | -5.7% |
| 3Y | -16.0% | +285.7% | -301.8% | -34.0% |
| 5Y | -52.7% | +231.9% | -284.6% | -62.5% |
| All | +494.4% | +237.3% | +257.2% | +400.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling