+236.3%
GDXJ vs BIL
+19.4%
+216.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | +0.1% | +0.9% | +0.8% |
| 30D | +8.8% | +0.3% | +8.5% | +8.3% |
| 3M | +29.8% | +0.9% | +28.9% | +28.1% |
| 6M | -5.8% | +1.8% | -7.6% | -9.2% |
| YTD | +13.6% | +2.5% | +11.1% | +7.3% |
| 1Y | +54.5% | +3.7% | +50.8% | +40.8% |
| 3Y | +301.4% | +14.1% | +287.3% | +218.9% |
| 5Y | +236.3% | +19.4% | +216.9% | +107.7% |
| All | +236.3% | +19.4% | +216.9% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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