+79.5%
GDXJ vs BUD
+141.9%
-62.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | +0.2% | +0.3% | -0.1% | +0.1% |
| 30D | +17.9% | -5.7% | +23.5% | +20.0% |
| 3M | +15.3% | +3.1% | +12.2% | +13.7% |
| 6M | -9.4% | +7.9% | -17.3% | -12.1% |
| YTD | +13.4% | +27.3% | -13.9% | +4.0% |
| 1Y | +59.7% | +37.8% | +21.8% | +42.3% |
| 3Y | +283.6% | +49.8% | +233.7% | +230.5% |
| 5Y | +217.6% | +43.8% | +173.8% | +172.9% |
| 10Y | +225.7% | -22.6% | +248.3% | +231.3% |
| All | +79.5% | +141.9% | -62.3% | -8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling