+258.1%
GDX vs BTI
+105.9%
+152.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.4% |
| 7D | +1.9% | -2.4% | +4.3% | +2.5% |
| 30D | +9.9% | -4.8% | +14.7% | +11.1% |
| 3M | +28.2% | -8.1% | +36.3% | +30.2% |
| 6M | -2.9% | -4.2% | +1.3% | -3.0% |
| YTD | +16.0% | -1.3% | +17.3% | +14.5% |
| 1Y | +49.9% | +2.1% | +47.8% | +46.2% |
| All | +258.1% | +105.9% | +152.2% | +180.8% |
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