+1,308.7%
DHR vs GDXJ
+76.0%
+1,232.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | -2.4% | +0.9% | -3.3% | -2.5% |
| 30D | -2.2% | +8.8% | -11.0% | -2.9% |
| 3M | +9.0% | +29.8% | -20.9% | +6.0% |
| 6M | +3.5% | -5.8% | +9.3% | +3.4% |
| YTD | -10.1% | +13.6% | -23.7% | -12.1% |
| 1Y | +6.2% | +54.5% | -48.3% | +0.4% |
| 3Y | -5.4% | +301.4% | -306.7% | -19.5% |
| 5Y | -27.9% | +236.3% | -264.2% | -38.4% |
| 10Y | +215.7% | +240.1% | -24.4% | +161.1% |
| All | +1,308.7% | +76.0% | +1,232.8% | +1,122.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling