+749.7%
XLI vs GDXJ
+76.0%
+673.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.6% |
| 7D | -0.6% | +0.9% | -1.5% | -0.7% |
| 30D | -6.9% | +8.8% | -15.8% | -7.9% |
| 3M | -1.9% | +29.8% | -31.8% | -4.9% |
| 6M | +1.0% | -5.8% | +6.8% | +0.9% |
| YTD | +11.3% | +13.6% | -2.3% | +8.7% |
| 1Y | +15.8% | +54.5% | -38.7% | +9.2% |
| 3Y | +69.8% | +301.4% | -231.6% | +43.3% |
| 5Y | +80.9% | +236.3% | -155.5% | +53.3% |
| 10Y | +257.2% | +240.1% | +17.1% | +191.6% |
| All | +749.7% | +76.0% | +673.8% | +605.7% |
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