+2,270.3%
V vs GDXJ
+44.7%
+2,225.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.0% | +6.4% | +0.8% |
| 7D | +0.8% | +11.8% | -11.0% | -0.1% |
| 30D | +9.9% | -7.1% | +17.0% | +10.4% |
| 3M | +17.5% | -10.5% | +28.0% | +18.1% |
| 6M | +33.5% | -15.5% | +49.0% | +34.3% |
| YTD | +21.6% | -6.6% | +28.1% | +20.7% |
| 1Y | +27.6% | +11.3% | +16.2% | +24.9% |
| 3Y | +76.4% | +242.0% | -165.6% | +55.8% |
| 5Y | +103.8% | +147.7% | -43.9% | +82.6% |
| 10Y | +455.5% | +233.7% | +221.8% | +379.3% |
| All | +2,270.3% | +44.7% | +2,225.6% | +2,061.7% |
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 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