+40.2%
GDX vs BDX
+22.7%
+17.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.9% |
| 7D | -2.2% | -3.2% | +1.0% | -1.4% |
| 30D | +6.8% | -2.5% | +9.3% | +7.4% |
| 3M | +24.9% | +21.4% | +3.5% | +20.8% |
| 6M | -4.2% | +10.4% | -14.6% | -4.3% |
| YTD | +13.2% | +18.8% | -5.6% | +12.0% |
| 1Y | +40.2% | +21.7% | +18.5% | +40.0% |
| All | +40.2% | +22.7% | +17.5% | +40.0% |
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