+641.7%
BE vs GDXJ
+266.1%
+375.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.0% | +1.6% | -1.4% |
| 7D | -13.4% | +11.8% | -25.1% | -18.4% |
| 30D | -33.9% | -7.1% | -26.8% | -31.5% |
| 3M | -12.0% | -10.5% | -1.5% | -7.5% |
| 6M | -29.0% | -15.5% | -13.4% | -23.5% |
| YTD | +113.4% | -6.6% | +120.0% | +115.7% |
| 1Y | +33.2% | +11.3% | +21.8% | +24.6% |
| 3Y | +1,659.2% | +242.0% | +1,417.2% | +852.8% |
| 5Y | +461.4% | +147.7% | +313.7% | +240.0% |
| All | +641.7% | +266.1% | +375.6% | +466.9% |
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 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