+163.2%
GDX vs BTI
+154.4%
+8.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | +0.7% | -3.0% | +3.8% | +1.6% |
| 30D | -3.8% | +9.8% | -13.5% | -6.6% |
| 3M | -5.4% | +9.2% | -14.6% | -8.4% |
| 6M | -12.7% | +4.0% | -16.7% | -14.7% |
| YTD | -0.7% | +12.7% | -13.3% | -6.2% |
| 1Y | +11.9% | +15.9% | -4.1% | +4.3% |
| 3Y | +223.9% | +148.9% | +75.0% | +115.1% |
| 5Y | +163.2% | +152.8% | +10.4% | +69.1% |
| All | +163.2% | +154.4% | +8.8% | +69.1% |
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