+21.8%
GDXJ vs BUD
+38.4%
-16.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.1% | +6.5% | +8.7% |
| 7D | -0.2% | +3.3% | -3.5% | -1.0% |
| 30D | -7.6% | +11.8% | -19.4% | -10.7% |
| 3M | +2.3% | -1.1% | +3.4% | +2.5% |
| 6M | -7.8% | +14.9% | -22.7% | -15.0% |
| YTD | -8.4% | +32.6% | -41.0% | -16.4% |
| 1Y | +21.8% | +37.2% | -15.4% | +10.0% |
| All | +21.8% | +38.4% | -16.6% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling