+224.1%
GDX vs DHI
+61.2%
+162.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.0% |
| 3M | +24.9% | -10.4% | +35.4% | +27.5% |
| 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% | +46.1% |
| 3Y | +249.6% | +20.7% | +228.9% | +222.4% |
| All | +224.1% | +61.2% | +162.9% | +160.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling