+27.5%
BAC vs GDXJ
+47.3%
-19.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +0.1% |
| 7D | -0.3% | -6.2% | +6.0% | +0.1% |
| 30D | -1.8% | +4.6% | -6.4% | -2.2% |
| 3M | +15.3% | +31.3% | -16.0% | +12.7% |
| 6M | +30.2% | -10.7% | +40.8% | +29.8% |
| YTD | +15.6% | +9.1% | +6.5% | +12.8% |
| 1Y | +27.5% | +44.1% | -16.7% | +23.9% |
| All | +27.5% | +47.3% | -19.8% | +23.9% |
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