+249.6%
GDX vs DHI
+21.1%
+228.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.8% |
| 7D | -2.2% | -3.4% | +1.2% | -1.5% |
| 30D | +6.8% | -5.4% | +12.2% | +7.9% |
| 3M | +24.9% | -10.4% | +35.4% | +27.2% |
| 6M | -4.2% | -2.8% | -1.4% | -4.0% |
| YTD | +13.2% | -3.4% | +16.6% | +13.4% |
| 1Y | +40.2% | -22.9% | +63.1% | +44.8% |
| 3Y | +249.6% | +20.7% | +228.9% | +216.8% |
| All | +249.6% | +21.1% | +228.5% | +216.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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