+226.4%
GDX vs BHP
+58.3%
+168.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.6% | -2.4% |
| 7D | +0.7% | +2.4% | -1.7% | -1.1% |
| 30D | -3.8% | -5.4% | +1.6% | +0.7% |
| 3M | -5.4% | -6.9% | +1.4% | +0.4% |
| 6M | -12.7% | -4.3% | -8.4% | -8.9% |
| YTD | -0.7% | +41.6% | -42.3% | -18.8% |
| 1Y | +11.9% | +53.3% | -41.4% | -12.6% |
| All | +226.4% | +58.3% | +168.1% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 3y: compounded portfolio wealth divided by compounded BHP 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…
3y analysis · Full analysis span regression · 6 months rolling