+228.4%
GDXJ vs BLDR
+7.7%
+220.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | 0.0% | -3.2% |
| 7D | -6.2% | -8.1% | +1.9% | -4.7% |
| 30D | +4.6% | -21.5% | +26.1% | +9.5% |
| 3M | +31.3% | -21.0% | +52.2% | +36.4% |
| 6M | -10.7% | -37.1% | +26.4% | -3.5% |
| YTD | +9.1% | -42.7% | +51.8% | +19.3% |
| 1Y | +44.1% | -58.0% | +102.1% | +65.2% |
| 3Y | +285.4% | -57.8% | +343.2% | +323.7% |
| 5Y | +228.4% | +10.3% | +218.1% | +182.7% |
| All | +228.4% | +7.7% | +220.7% | +182.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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