+226.4%
GDX vs BTI
+146.0%
+80.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | +0.7% | -3.0% | +3.8% | +1.3% |
| 30D | -3.8% | +9.8% | -13.5% | -5.7% |
| 3M | -5.4% | +9.2% | -14.6% | -7.4% |
| 6M | -12.7% | +4.0% | -16.7% | -13.9% |
| YTD | -0.7% | +12.7% | -13.3% | -4.8% |
| 1Y | +11.9% | +15.9% | -4.1% | +6.1% |
| All | +226.4% | +146.0% | +80.4% | +135.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling