-27.5%
IBIT vs GDXJ
+58.9%
-86.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.6% |
| 7D | +3.0% | +0.2% | +2.9% | +3.0% |
| 30D | +23.1% | +17.9% | +5.3% | +17.2% |
| 3M | +25.6% | +15.3% | +10.3% | +19.5% |
| 6M | +9.1% | -9.4% | +18.6% | +10.0% |
| YTD | -8.9% | +13.4% | -22.3% | -14.4% |
| 1Y | -27.5% | +59.7% | -87.1% | -31.5% |
| All | -27.5% | +58.9% | -86.4% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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