+11.9%
GDX vs HAL
+21.0%
-9.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.4% | -4.8% | -1.5% |
| 7D | +0.7% | -0.2% | +0.9% | +0.7% |
| 30D | -3.8% | +1.0% | -4.8% | -4.0% |
| 3M | -5.4% | -2.1% | -3.3% | -5.4% |
| 6M | -12.7% | -17.5% | +4.8% | -11.0% |
| YTD | -0.7% | +18.1% | -18.8% | -6.1% |
| 1Y | +11.9% | +19.7% | -7.8% | +5.4% |
| All | +11.9% | +21.0% | -9.1% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling