+79.8%
GDXJ vs BTI
+331.7%
-251.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.9% |
| 7D | +0.9% | -2.4% | +3.4% | +1.9% |
| 30D | +8.8% | -4.8% | +13.6% | +10.7% |
| 3M | +29.8% | -8.1% | +38.0% | +33.1% |
| 6M | -5.8% | -4.2% | -1.6% | -5.4% |
| YTD | +13.6% | -1.3% | +14.9% | +12.4% |
| 1Y | +54.5% | +2.1% | +52.4% | +50.4% |
| 3Y | +301.4% | +108.9% | +192.5% | +186.4% |
| 5Y | +236.3% | +114.5% | +121.9% | +137.1% |
| 10Y | +240.1% | +72.2% | +167.8% | +152.1% |
| All | +79.8% | +331.7% | -251.9% | -30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling