+293.7%
VZ vs GDXJ
+44.7%
+249.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.0% | +6.5% | +0.8% |
| 7D | +2.4% | +11.8% | -9.4% | +1.8% |
| 30D | +11.2% | -7.1% | +18.3% | +11.4% |
| 3M | 0.0% | -10.5% | +10.5% | +0.3% |
| 6M | +1.3% | -15.5% | +16.8% | +1.7% |
| YTD | +21.3% | -6.6% | +27.8% | +20.4% |
| 1Y | +23.9% | +11.3% | +12.6% | +21.7% |
| 3Y | +57.7% | +242.0% | -184.3% | +44.0% |
| 5Y | +21.2% | +147.7% | -126.5% | +11.8% |
| 10Y | +70.6% | +233.7% | -163.1% | +51.9% |
| All | +293.7% | +44.7% | +249.0% | +249.7% |
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