+24.8%
GDX vs BDX
+54.0%
-29.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +5.6% | +3.4% | +7.4% |
| 7D | +0.8% | +7.2% | -6.4% | -1.1% |
| 30D | -3.2% | +15.8% | -19.0% | -7.1% |
| 3M | +8.6% | +23.7% | -15.1% | +3.0% |
| 6M | -1.2% | +44.8% | -46.1% | -10.1% |
| YTD | -1.4% | +39.8% | -41.2% | -7.5% |
| 1Y | +24.8% | +52.3% | -27.6% | +16.2% |
| All | +24.8% | +54.0% | -29.2% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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