+24.8%
GDX vs BWA
+17.4%
+7.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.5% | +11.5% | +10.1% |
| 7D | +0.8% | -9.9% | +10.6% | +5.5% |
| 30D | -3.2% | -16.4% | +13.1% | +4.7% |
| 3M | +8.6% | -19.8% | +28.4% | +19.3% |
| 6M | -1.2% | -10.0% | +8.7% | +4.9% |
| YTD | -1.4% | +12.7% | -14.1% | -7.4% |
| 1Y | +24.8% | +15.7% | +9.1% | +15.4% |
| All | +24.8% | +17.4% | +7.4% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling