+4,373.8%
TER vs GDXJ
+75.7%
+4,298.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.5% | +8.0% | +6.0% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | -8.3% | +17.9% | -26.1% | -11.8% |
| 3M | -12.2% | +15.3% | -27.5% | -15.1% |
| 6M | +17.1% | -9.4% | +26.5% | +18.9% |
| YTD | +84.7% | +13.4% | +71.3% | +79.2% |
| 1Y | +199.9% | +59.7% | +140.3% | +172.1% |
| 3Y | +232.8% | +283.6% | -50.8% | +151.5% |
| 5Y | +198.6% | +217.6% | -19.0% | +129.1% |
| 10Y | +1,669.7% | +225.7% | +1,444.1% | +1,177.4% |
| All | +4,373.8% | +75.7% | +4,298.2% | +3,297.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling