+220.4%
GDXJ vs BIDU
-44.1%
+264.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.9% |
| 7D | -2.8% | -8.1% | +5.3% | -1.0% |
| 30D | +5.0% | -12.8% | +17.8% | +7.9% |
| 3M | +24.1% | -21.3% | +45.4% | +29.9% |
| 6M | -7.4% | -27.0% | +19.6% | -1.3% |
| YTD | +10.2% | -30.0% | +40.3% | +18.0% |
| 1Y | +42.5% | -18.3% | +60.8% | +46.6% |
| 3Y | +285.7% | -33.8% | +319.6% | +301.6% |
| All | +220.4% | -44.1% | +264.5% | +226.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling