+339.0%
BA vs GDXJ
+44.7%
+294.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.0% | +6.6% | +1.4% |
| 7D | 0.0% | +11.8% | -11.7% | -1.6% |
| 30D | -8.9% | -7.1% | -1.8% | -8.2% |
| 3M | -25.5% | -10.5% | -15.0% | -24.7% |
| 6M | -27.0% | -15.5% | -11.4% | -25.8% |
| YTD | -20.1% | -6.6% | -13.6% | -20.6% |
| 1Y | -11.0% | +11.3% | -22.3% | -13.8% |
| 3Y | -11.8% | +242.0% | -253.8% | -27.7% |
| 5Y | -20.6% | +147.7% | -168.3% | -33.2% |
| 10Y | +26.6% | +233.7% | -207.1% | +0.8% |
| All | +339.0% | +44.7% | +294.3% | +260.2% |
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 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