+42.5%
GDXJ vs BHP
+70.6%
-28.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.3% |
| 7D | -2.8% | -3.6% | +0.8% | +1.1% |
| 30D | +5.0% | -1.2% | +6.1% | +6.3% |
| 3M | +24.1% | +1.2% | +22.9% | +22.7% |
| 6M | -7.4% | +21.4% | -28.8% | -25.1% |
| YTD | +10.2% | +50.4% | -40.2% | -24.4% |
| 1Y | +42.5% | +67.5% | -25.0% | -10.1% |
| All | +42.5% | +70.6% | -28.1% | -10.1% |
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