+436.5%
BSX vs GDXJ
+76.0%
+360.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.2% |
| 7D | -7.0% | +0.9% | -8.0% | -7.1% |
| 30D | -10.9% | +8.8% | -19.7% | -11.7% |
| 3M | -8.2% | +29.8% | -38.0% | -10.7% |
| 6M | -37.5% | -5.8% | -31.7% | -37.6% |
| YTD | -52.8% | +13.6% | -66.4% | -54.0% |
| 1Y | -58.4% | +54.5% | -112.9% | -60.7% |
| 3Y | -16.5% | +301.4% | -317.9% | -29.0% |
| 5Y | -1.0% | +236.3% | -237.3% | -15.4% |
| 10Y | +91.2% | +240.1% | -148.9% | +58.1% |
| All | +436.5% | +76.0% | +360.5% | +381.7% |
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