+46.2%
IBIT vs GDXJ
+192.5%
-146.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.4% |
| 7D | -9.2% | -8.1% | -1.1% | -7.2% |
| 30D | -15.8% | -5.5% | -10.3% | -14.7% |
| 3M | +8.5% | -14.6% | +23.1% | +12.6% |
| 6M | -13.7% | -23.2% | +9.5% | -8.9% |
| YTD | -21.6% | -13.0% | -8.6% | -20.4% |
| 1Y | -30.0% | +2.8% | -32.7% | -31.5% |
| All | +46.2% | +192.5% | -146.3% | +4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling