+1,008.9%
BE vs GDXJ
+339.2%
+669.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.2% | +10.8% | +10.2% |
| 7D | +29.8% | +4.3% | +25.5% | +27.0% |
| 30D | +26.4% | +8.4% | +18.0% | +20.8% |
| 3M | +9.3% | +25.5% | -16.2% | -3.0% |
| 6M | +105.1% | -6.3% | +111.4% | +107.3% |
| YTD | +219.0% | +12.1% | +207.0% | +194.9% |
| 1Y | +418.8% | +51.1% | +367.7% | +319.7% |
| 3Y | +1,784.6% | +296.1% | +1,488.5% | +845.0% |
| 5Y | +1,251.0% | +228.1% | +1,022.9% | +621.8% |
| All | +1,008.9% | +339.2% | +669.7% | +674.9% |
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