+41.0%
GDXJ vs BBWI
-35.5%
+76.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.9% |
| 7D | -6.2% | -8.0% | +1.8% | -5.6% |
| 30D | +4.6% | -6.6% | +11.3% | +5.0% |
| 3M | +31.3% | -2.7% | +34.0% | +30.8% |
| 6M | -10.7% | -12.8% | +2.1% | -10.4% |
| YTD | +9.1% | -10.5% | +19.5% | +8.4% |
| All | +41.0% | -35.5% | +76.6% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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