+74.6%
BA vs GDXJ
+222.0%
-147.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.4% | -2.3% |
| 7D | -1.2% | +0.9% | -2.1% | -1.4% |
| 30D | -11.3% | +8.8% | -20.1% | -13.0% |
| 3M | -3.8% | +29.8% | -33.6% | -9.0% |
| 6M | -8.3% | -5.8% | -2.4% | -8.3% |
| YTD | -4.9% | +13.6% | -18.5% | -8.9% |
| 1Y | -10.1% | +54.5% | -64.5% | -19.4% |
| 3Y | -2.3% | +301.4% | -303.7% | -28.4% |
| 5Y | -3.5% | +236.3% | -239.9% | -28.3% |
| 10Y | +74.6% | +240.1% | -165.5% | +29.1% |
| All | +74.6% | +222.0% | -147.4% | +29.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling