+230.0%
GDX vs BTI
+117.2%
+112.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | +4.0% | -1.4% | +5.3% | +4.4% |
| 30D | +9.5% | -7.0% | +16.5% | +12.0% |
| 3M | +25.1% | -6.3% | +31.4% | +26.9% |
| 6M | -2.9% | -2.0% | -1.0% | -3.6% |
| YTD | +14.7% | +0.2% | +14.5% | +12.7% |
| 1Y | +47.4% | +3.8% | +43.6% | +42.5% |
| 3Y | +259.7% | +112.1% | +147.6% | +153.1% |
| All | +230.0% | +117.2% | +112.8% | +123.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling