+185.4%
GDX vs BBWI
-67.9%
+253.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.3% | +5.4% | +2.4% |
| 7D | +13.6% | -6.2% | +19.8% | +14.2% |
| 30D | +2.5% | +19.9% | -17.4% | +0.9% |
| 3M | +4.4% | +7.1% | -2.8% | +3.5% |
| 6M | -5.2% | +13.7% | -18.9% | -6.8% |
| YTD | +2.1% | +9.6% | -7.5% | +0.2% |
| 1Y | +24.7% | -1.6% | +26.3% | +22.9% |
| 3Y | +211.3% | -25.9% | +237.2% | +209.7% |
| All | +185.4% | -67.9% | +253.3% | +185.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling