+855.2%
XBI vs GDXJ
+69.0%
+786.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | -1.0% |
| 7D | -4.6% | -6.2% | +1.6% | -3.7% |
| 30D | -0.8% | +4.6% | -5.4% | -1.5% |
| 3M | +21.8% | +31.3% | -9.4% | +16.8% |
| 6M | +23.2% | -10.7% | +33.9% | +24.1% |
| YTD | +28.7% | +9.1% | +19.7% | +25.7% |
| 1Y | +67.8% | +44.1% | +23.6% | +57.0% |
| 3Y | +100.6% | +285.4% | -184.7% | +62.1% |
| 5Y | +19.8% | +228.4% | -208.6% | -2.5% |
| 10Y | +159.7% | +226.5% | -66.8% | +104.2% |
| All | +855.2% | +69.0% | +786.2% | +664.5% |
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