-11.5%
BA vs GDXJ
+20.0%
-31.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.5% | -1.6% |
| 7D | -1.7% | +16.4% | -18.1% | -4.8% |
| 30D | -9.5% | -1.2% | -8.3% | -9.4% |
| 3M | -26.5% | -3.9% | -22.6% | -26.4% |
| 6M | -27.4% | -10.2% | -17.2% | -27.2% |
| YTD | -20.6% | -0.6% | -20.0% | -21.2% |
| All | -11.5% | +20.0% | -31.5% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling