-66.5%
U vs GDXJ
+229.9%
-296.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.1% | +3.4% | +4.1% |
| 7D | +5.5% | -2.8% | +8.3% | +6.7% |
| 30D | -1.3% | +5.0% | -6.2% | -3.9% |
| 3M | +64.6% | +24.1% | +40.5% | +48.2% |
| 6M | +119.4% | -7.4% | +126.7% | +120.6% |
| YTD | -0.5% | +10.2% | -10.7% | -7.8% |
| 1Y | +1.3% | +42.5% | -41.2% | -18.1% |
| 3Y | +15.6% | +285.7% | -270.1% | -44.7% |
| All | -66.5% | +229.9% | -296.4% | -83.0% |
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