+67.7%
V vs GDXJ
+229.7%
-162.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.4% |
| 7D | -2.9% | +0.9% | -3.8% | -3.0% |
| 30D | +1.9% | +8.8% | -6.9% | +1.2% |
| 3M | +13.2% | +29.8% | -16.6% | +10.7% |
| 6M | +16.7% | -5.8% | +22.5% | +17.0% |
| YTD | +5.4% | +13.6% | -8.2% | +3.1% |
| 1Y | +7.7% | +54.5% | -46.8% | +1.4% |
| 3Y | +52.0% | +301.4% | -249.4% | +24.6% |
| 5Y | +67.7% | +236.3% | -168.6% | +38.8% |
| All | +67.7% | +229.7% | -162.0% | +38.8% |
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 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