+59.7%
GDXJ vs BAM
-8.8%
+68.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.8% |
| 7D | +0.2% | -2.0% | +2.2% | +1.2% |
| 30D | +17.9% | -2.9% | +20.8% | +19.1% |
| 3M | +15.3% | +9.4% | +5.9% | +9.6% |
| 6M | -9.4% | +10.8% | -20.2% | -14.4% |
| YTD | +13.4% | -0.4% | +13.8% | +9.9% |
| 1Y | +59.7% | -10.9% | +70.5% | +56.3% |
| All | +59.7% | -8.8% | +68.5% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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