+233.6%
GDX vs BMY
+22.7%
+210.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | +1.9% | -4.8% | +6.7% | +2.4% |
| 30D | +9.9% | -0.7% | +10.6% | +10.0% |
| 3M | +28.2% | +15.3% | +12.9% | +26.1% |
| 6M | -2.9% | +8.5% | -11.4% | -3.9% |
| YTD | +16.0% | +23.4% | -7.5% | +13.4% |
| 1Y | +49.9% | +42.9% | +7.0% | +44.3% |
| 3Y | +263.6% | +22.0% | +241.6% | +259.3% |
| 5Y | +233.6% | +24.3% | +209.2% | +227.7% |
| All | +233.6% | +22.7% | +210.9% | +227.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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