-8.8%
BA vs GDXJ
+50.9%
-59.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.5% |
| 7D | +2.5% | +4.3% | -1.8% | +1.6% |
| 30D | -10.1% | +8.4% | -18.5% | -11.8% |
| 3M | -2.4% | +25.5% | -27.9% | -7.4% |
| 6M | -8.8% | -6.3% | -2.5% | -10.8% |
| YTD | -2.9% | +12.1% | -15.0% | -6.1% |
| 1Y | -8.8% | +51.1% | -59.8% | -13.2% |
| All | -8.8% | +50.9% | -59.6% | -13.2% |
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