+41.2%
GDX vs BTI
+2.8%
+38.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.4% | -3.5% |
| 7D | -5.4% | -2.0% | -3.4% | -5.3% |
| 30D | +6.6% | -3.4% | +10.0% | +6.8% |
| 3M | +30.1% | -9.0% | +39.1% | +31.2% |
| 6M | -7.1% | -5.0% | -2.1% | -7.4% |
| YTD | +12.0% | -0.3% | +12.3% | +11.7% |
| 1Y | +41.2% | +3.1% | +38.1% | +41.7% |
| All | +41.2% | +2.8% | +38.4% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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