+215.1%
GDXJ vs BTI
+73.8%
+141.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.8% |
| 7D | -2.8% | -0.2% | -2.6% | -2.8% |
| 30D | +5.0% | -1.1% | +6.0% | +5.1% |
| 3M | +24.1% | -8.8% | +32.8% | +27.0% |
| 6M | -7.4% | -4.0% | -3.4% | -7.0% |
| YTD | +10.2% | +0.4% | +9.9% | +8.7% |
| 1Y | +42.5% | +1.9% | +40.6% | +39.6% |
| 3Y | +285.7% | +108.5% | +177.2% | +190.8% |
| 5Y | +231.9% | +118.5% | +113.3% | +147.8% |
| All | +215.1% | +73.8% | +141.3% | +140.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling