+8.7%
V vs GDXJ
+45.5%
-36.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.9% |
| 7D | -1.2% | -2.8% | +1.6% | -1.2% |
| 30D | +3.1% | +5.0% | -1.9% | +3.1% |
| 3M | +16.3% | +24.1% | -7.7% | +16.5% |
| 6M | +20.4% | -7.4% | +27.7% | +21.2% |
| YTD | +6.3% | +10.2% | -4.0% | +6.6% |
| 1Y | +8.7% | +42.5% | -33.8% | +6.7% |
| All | +8.7% | +45.5% | -36.8% | +6.7% |
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