+491.3%
BE vs GDXJ
+125.9%
+365.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.7% | +1.1% | -0.8% |
| 7D | +20.5% | -4.9% | +25.5% | +24.3% |
| 30D | -23.4% | -10.0% | -13.4% | -18.7% |
| 3M | -14.9% | -16.6% | +1.8% | -6.1% |
| 6M | -28.1% | -23.3% | -4.8% | -17.4% |
| YTD | +132.4% | -12.4% | +144.8% | +141.4% |
| 1Y | +59.4% | +0.5% | +58.9% | +53.4% |
| 3Y | +1,815.8% | +220.5% | +1,595.4% | +761.8% |
| 5Y | +491.3% | +124.7% | +366.6% | +229.2% |
| All | +491.3% | +125.9% | +365.4% | +229.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling