+59.7%
GDXJ vs BHP
+65.8%
-6.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | +0.3% |
| 7D | +0.2% | -5.0% | +5.1% | +6.1% |
| 30D | +17.9% | +1.2% | +16.7% | +16.6% |
| 3M | +15.3% | +1.8% | +13.5% | +13.8% |
| 6M | -9.4% | +18.0% | -27.5% | -24.4% |
| YTD | +13.4% | +52.7% | -39.3% | -22.3% |
| 1Y | +59.7% | +66.0% | -6.3% | +2.9% |
| All | +59.7% | +65.8% | -6.1% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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