+2,012.3%
XLK vs GDXJ
+69.0%
+1,943.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -0.9% |
| 7D | -0.4% | -6.2% | +5.8% | +0.3% |
| 30D | -0.5% | +4.6% | -5.1% | -1.1% |
| 3M | +5.0% | +31.3% | -26.3% | +1.4% |
| 6M | +32.9% | -10.7% | +43.5% | +33.6% |
| YTD | +29.0% | +9.1% | +19.9% | +26.5% |
| 1Y | +37.8% | +44.1% | -6.3% | +30.8% |
| 3Y | +118.7% | +285.4% | -166.7% | +85.0% |
| 5Y | +145.6% | +228.4% | -82.8% | +108.5% |
| 10Y | +791.5% | +226.5% | +565.0% | +638.8% |
| All | +2,012.3% | +69.0% | +1,943.4% | +1,685.3% |
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