+402.1%
BMY vs GDXJ
+73.6%
+328.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.1% |
| 7D | -3.3% | +4.3% | -7.6% | -3.5% |
| 30D | 0.0% | +8.4% | -8.5% | -0.5% |
| 3M | +17.7% | +25.5% | -7.8% | +16.3% |
| 6M | +9.6% | -6.3% | +16.0% | +9.6% |
| YTD | +24.0% | +12.1% | +11.9% | +22.6% |
| 1Y | +45.1% | +51.1% | -5.9% | +41.2% |
| 3Y | +22.5% | +296.1% | -273.6% | +12.7% |
| 5Y | +22.3% | +228.1% | -205.8% | +12.8% |
| 10Y | +62.0% | +211.8% | -149.8% | +46.9% |
| All | +402.1% | +73.6% | +328.4% | +356.1% |
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