+227.7%
GDX vs HAL
+101.7%
+126.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.7% |
| 7D | +4.0% | +0.5% | +3.5% | +3.9% |
| 30D | +9.5% | +15.9% | -6.5% | +6.8% |
| 3M | +25.1% | -8.7% | +33.8% | +26.8% |
| 6M | -2.9% | +9.0% | -12.0% | -5.1% |
| YTD | +14.7% | +32.0% | -17.3% | +8.2% |
| 1Y | +47.4% | +72.5% | -25.0% | +31.5% |
| 3Y | +259.7% | -4.5% | +264.2% | +260.3% |
| 5Y | +227.7% | +109.7% | +118.0% | +201.1% |
| All | +227.7% | +101.7% | +126.0% | +201.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling