+14.7%
GDX vs BBWI
-2.2%
+16.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -5.4% |
| 7D | +11.5% | -4.2% | +15.7% | +11.8% |
| 30D | -3.1% | +24.9% | -28.0% | -4.7% |
| 3M | -4.4% | +13.2% | -17.6% | -5.5% |
| 6M | -8.6% | +12.1% | -20.7% | -9.9% |
| YTD | +0.8% | +11.1% | -10.2% | -1.9% |
| 1Y | +14.7% | +0.7% | +13.9% | +12.5% |
| All | +14.7% | -2.2% | +16.9% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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