+214.2%
GDX vs BTI
+568.5%
-354.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.8% |
| 7D | -0.4% | -1.4% | +1.0% | +0.1% |
| 30D | +18.6% | -6.6% | +25.2% | +21.1% |
| 3M | +14.9% | -3.0% | +17.9% | +15.1% |
| 6M | -6.3% | -6.7% | +0.4% | -4.9% |
| YTD | +15.7% | +0.6% | +15.2% | +14.1% |
| 1Y | +54.8% | +5.6% | +49.2% | +49.9% |
| 3Y | +253.4% | +110.3% | +143.1% | +167.5% |
| 5Y | +219.7% | +114.3% | +105.4% | +139.4% |
| 10Y | +300.2% | +67.7% | +232.6% | +213.4% |
| All | +214.2% | +568.5% | -354.3% | +3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling