+1,822.8%
BX vs GDXJ
+76.0%
+1,746.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -3.9% |
| 7D | -5.7% | +0.9% | -6.6% | -5.8% |
| 30D | -8.9% | +8.8% | -17.7% | -10.2% |
| 3M | +8.4% | +29.8% | -21.5% | +3.9% |
| 6M | +18.9% | -5.8% | +24.7% | +18.9% |
| YTD | -13.6% | +13.6% | -27.2% | -16.6% |
| 1Y | -22.4% | +54.5% | -76.9% | -28.9% |
| 3Y | +26.0% | +301.4% | -275.4% | -1.7% |
| 5Y | +18.8% | +236.3% | -217.6% | -6.4% |
| 10Y | +668.7% | +240.1% | +428.7% | +475.1% |
| All | +1,822.8% | +76.0% | +1,746.8% | +1,385.1% |
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