+77.5%
GDXJ vs BIDU
+114.3%
-36.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.0% | +5.8% | +0.3% |
| 7D | +4.3% | -2.4% | +6.7% | +4.7% |
| 30D | +8.4% | -15.6% | +24.1% | +12.1% |
| 3M | +25.5% | -22.3% | +47.8% | +31.5% |
| 6M | -6.3% | -22.3% | +15.9% | -1.7% |
| YTD | +12.1% | -29.2% | +41.3% | +19.3% |
| 1Y | +51.1% | -14.8% | +65.9% | +53.5% |
| 3Y | +296.1% | -31.8% | +327.9% | +309.9% |
| 5Y | +228.1% | -43.1% | +271.2% | +233.0% |
| 10Y | +211.8% | -50.6% | +262.4% | +201.0% |
| All | +77.5% | +114.3% | -36.8% | +6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling