+24.8%
GDX vs BA
-12.3%
+37.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.1% | +6.9% | +8.0% |
| 7D | +0.8% | +5.9% | -5.1% | -1.7% |
| 30D | -3.2% | -8.2% | +4.9% | +0.2% |
| 3M | +8.6% | -25.4% | +33.9% | +24.7% |
| 6M | -1.2% | -20.0% | +18.8% | +9.5% |
| YTD | -1.4% | -18.5% | +17.1% | +8.2% |
| 1Y | +24.8% | -10.6% | +35.4% | +36.7% |
| All | +24.8% | -12.3% | +37.1% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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