-53.2%
TEAM vs GDXJ
+234.8%
-288.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.5% |
| 7D | -4.7% | +0.9% | -5.6% | -4.8% |
| 30D | +17.0% | +8.8% | +8.2% | +15.1% |
| 3M | +85.9% | +29.8% | +56.1% | +77.5% |
| 6M | +116.7% | -5.8% | +122.5% | +116.5% |
| YTD | +9.6% | +13.6% | -4.0% | +3.7% |
| 1Y | -2.5% | +54.5% | -57.0% | -15.6% |
| 3Y | -14.0% | +301.4% | -315.3% | -45.5% |
| All | -53.2% | +234.8% | -288.0% | -68.3% |
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 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