+66.7%
IBIT vs GDXJ
+276.8%
-210.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.5% |
| 7D | +1.4% | +4.3% | -2.9% | +0.3% |
| 30D | +20.6% | +8.4% | +12.2% | +18.1% |
| 3M | +23.7% | +25.5% | -1.8% | +16.2% |
| 6M | +15.0% | -6.3% | +21.3% | +15.1% |
| YTD | -10.6% | +12.1% | -22.7% | -14.6% |
| 1Y | -30.3% | +51.1% | -81.4% | -38.0% |
| All | +66.7% | +276.8% | -210.1% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling