+220.4%
GDXJ vs BWA
+87.2%
+133.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.6% |
| 7D | -2.8% | -1.3% | -1.5% | -2.4% |
| 30D | +5.0% | -2.9% | +7.9% | +5.8% |
| 3M | +24.1% | -10.7% | +34.8% | +28.0% |
| 6M | -7.4% | +26.5% | -33.8% | -12.6% |
| YTD | +10.2% | +49.1% | -38.9% | -1.0% |
| 1Y | +42.5% | +52.1% | -9.5% | +27.3% |
| 3Y | +285.7% | +72.6% | +213.1% | +227.2% |
| All | +220.4% | +87.2% | +133.2% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 5y: compounded portfolio wealth divided by compounded BWA 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…
5y analysis · Full analysis span regression · 6 months rolling