-1.5%
BAC vs GDXJ
+19.5%
-21.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +9.6% | -5.7% | +3.0% |
| 7D | +1.5% | -0.2% | +1.7% | +1.4% |
| 30D | -4.4% | -7.6% | +3.2% | -3.9% |
| 3M | -17.5% | +2.3% | -19.8% | -18.0% |
| 6M | -0.1% | -7.8% | +7.8% | -0.3% |
| YTD | -4.6% | -8.4% | +3.8% | -8.2% |
| 1Y | -1.5% | +21.8% | -23.3% | -11.0% |
| All | -1.5% | +19.5% | -21.0% | -11.0% |
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