-8.5%
BX vs GDXJ
+19.5%
-28.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.6% | -3.4% | +4.6% |
| 7D | +8.3% | -0.2% | +8.5% | +8.1% |
| 30D | +13.5% | -7.6% | +21.1% | +14.7% |
| 3M | -7.6% | +2.3% | -9.9% | -8.2% |
| 6M | +4.0% | -7.8% | +11.9% | +4.5% |
| YTD | -15.2% | -8.4% | -6.8% | -15.2% |
| 1Y | -8.5% | +21.8% | -30.3% | -10.9% |
| All | -8.5% | +19.5% | -28.0% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling