+229.2%
TER vs GDXJ
+45.5%
+183.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.0% |
| 7D | +6.4% | -2.8% | +9.2% | +7.9% |
| 30D | -5.7% | +5.0% | -10.6% | -8.6% |
| 3M | -0.4% | +24.1% | -24.5% | -13.1% |
| 6M | +25.8% | -7.4% | +33.2% | +25.9% |
| YTD | +96.4% | +10.2% | +86.2% | +82.6% |
| 1Y | +229.2% | +42.5% | +186.7% | +157.8% |
| All | +229.2% | +45.5% | +183.8% | +157.8% |
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