+437.5%
BA vs GDXJ
+75.7%
+361.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +1.2% |
| 7D | +1.2% | +0.2% | +1.0% | +1.1% |
| 30D | -11.6% | +17.9% | -29.5% | -13.9% |
| 3M | -2.4% | +15.3% | -17.7% | -4.8% |
| 6M | -6.6% | -9.4% | +2.8% | -6.1% |
| YTD | -2.2% | +13.4% | -15.6% | -5.2% |
| 1Y | -8.0% | +59.7% | -67.7% | -15.3% |
| 3Y | -5.0% | +283.6% | -288.6% | -23.3% |
| 5Y | -2.7% | +217.6% | -220.3% | -20.6% |
| 10Y | +75.9% | +225.7% | -149.8% | +38.8% |
| All | +437.5% | +75.7% | +361.8% | +330.4% |
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