+281.7%
GDXJ vs BTI
+108.0%
+173.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.2% |
| 7D | -6.2% | -2.0% | -4.2% | -5.8% |
| 30D | +4.6% | -3.4% | +8.1% | +5.4% |
| 3M | +31.3% | -9.0% | +40.3% | +34.0% |
| 6M | -10.7% | -5.0% | -5.7% | -10.4% |
| YTD | +9.1% | -0.3% | +9.4% | +7.4% |
| 1Y | +44.1% | +3.1% | +41.0% | +40.2% |
| All | +281.7% | +108.0% | +173.7% | +192.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling