+226.7%
GDX vs HBAN
+35.4%
+191.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.5% |
| 7D | -5.4% | -1.9% | -3.4% | -5.2% |
| 30D | +6.6% | -5.9% | +12.4% | +7.3% |
| 3M | +30.1% | +0.2% | +29.9% | +30.0% |
| 6M | -7.1% | +6.6% | -13.7% | -7.8% |
| YTD | +12.0% | -1.7% | +13.7% | +11.7% |
| 1Y | +41.2% | -1.7% | +42.9% | +40.7% |
| 3Y | +251.0% | +74.9% | +176.1% | +224.9% |
| 5Y | +226.7% | +36.0% | +190.8% | +208.3% |
| All | +226.7% | +35.4% | +191.3% | +208.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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