+299.7%
GDXJ vs BBIO
+136.7%
+163.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | -2.8% | -3.2% | +0.4% | -2.6% |
| 30D | +5.0% | -13.6% | +18.6% | +5.9% |
| 3M | +24.1% | +7.2% | +16.8% | +23.5% |
| 6M | -7.4% | +1.5% | -8.8% | -7.5% |
| YTD | +10.2% | -5.3% | +15.5% | +10.3% |
| 1Y | +42.5% | +37.7% | +4.8% | +39.6% |
| 3Y | +285.7% | +153.9% | +131.8% | +260.8% |
| 5Y | +231.9% | +43.9% | +188.0% | +190.0% |
| All | +299.7% | +136.7% | +163.0% | +255.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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