+42.6%
UNP vs GDXJ
+19.5%
+23.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.6% | -7.9% | +1.6% |
| 7D | +3.6% | -0.2% | +3.8% | +3.5% |
| 30D | +11.4% | -7.6% | +19.0% | +11.3% |
| 3M | +4.6% | +2.3% | +2.3% | +4.7% |
| 6M | +18.3% | -7.8% | +26.1% | +18.5% |
| YTD | +35.4% | -8.4% | +43.8% | +35.6% |
| 1Y | +42.6% | +21.8% | +20.8% | +42.6% |
| All | +42.6% | +19.5% | +23.1% | +42.6% |
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