+1,198.2%
UNP vs GDXJ
+76.0%
+1,122.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.4% |
| 7D | -1.7% | +0.9% | -2.7% | -1.8% |
| 30D | -2.1% | +8.8% | -10.9% | -2.9% |
| 3M | +5.4% | +29.8% | -24.4% | +2.8% |
| 6M | +13.4% | -5.8% | +19.2% | +13.2% |
| YTD | +25.0% | +13.6% | +11.4% | +22.2% |
| 1Y | +34.6% | +54.5% | -19.9% | +27.5% |
| 3Y | +43.6% | +301.4% | -257.8% | +22.7% |
| 5Y | +51.7% | +236.3% | -184.6% | +30.1% |
| 10Y | +282.5% | +240.1% | +42.4% | +216.5% |
| All | +1,198.2% | +76.0% | +1,122.2% | +972.4% |
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