+297.5%
GDXJ vs BBWI
-47.8%
+345.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.3% | +7.6% | +2.0% |
| 7D | +0.9% | -4.4% | +5.4% | +1.4% |
| 30D | +8.8% | -7.4% | +16.2% | +9.4% |
| 3M | +29.8% | -2.2% | +32.1% | +29.5% |
| 6M | -5.8% | -16.3% | +10.5% | -4.9% |
| YTD | +13.6% | -9.1% | +22.7% | +13.2% |
| 1Y | +54.5% | -34.5% | +89.0% | +58.5% |
| All | +297.5% | -47.8% | +345.4% | +314.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling