-6.3%
GDX vs BWA
+24.4%
-30.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.0% | -4.1% |
| 7D | -0.4% | +5.7% | -6.1% | -4.2% |
| 30D | +18.6% | +1.4% | +17.2% | +16.8% |
| 3M | +14.9% | -12.1% | +27.0% | +25.6% |
| 6M | -6.3% | +28.6% | -34.8% | -26.5% |
| All | -6.3% | +24.4% | -30.6% | -26.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling