+72.4%
UBER vs GDXJ
+382.7%
-310.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | -5.4% | -2.8% | -2.6% | -4.8% |
| 30D | -4.9% | +5.0% | -9.9% | -6.2% |
| 3M | +3.0% | +24.1% | -21.0% | -2.6% |
| 6M | -4.4% | -7.4% | +2.9% | -4.3% |
| YTD | -12.3% | +10.2% | -22.5% | -17.1% |
| 1Y | -24.3% | +42.5% | -66.8% | -33.5% |
| 3Y | +46.4% | +285.7% | -239.3% | -3.8% |
| 5Y | +79.7% | +231.9% | -152.2% | +19.0% |
| All | +72.4% | +382.7% | -310.2% | +19.8% |
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 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