+42.5%
GDXJ vs BUD
+34.7%
+7.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.9% |
| 7D | -2.8% | -2.6% | -0.2% | -2.2% |
| 30D | +5.0% | -1.2% | +6.2% | +5.2% |
| 3M | +24.1% | -4.9% | +29.0% | +25.3% |
| 6M | -7.4% | +9.3% | -16.6% | -13.0% |
| YTD | +10.2% | +24.0% | -13.8% | +7.2% |
| 1Y | +42.5% | +34.5% | +8.0% | +42.5% |
| All | +42.5% | +34.7% | +7.8% | +42.5% |
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