+224.1%
GDX vs HCA
+71.9%
+152.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.2% | +0.9% |
| 7D | -2.2% | +5.4% | -7.6% | -3.2% |
| 30D | +6.8% | +3.0% | +3.8% | +6.1% |
| 3M | +24.9% | +13.0% | +11.9% | +21.6% |
| 6M | -4.2% | -20.3% | +16.1% | 0.0% |
| YTD | +13.2% | -8.2% | +21.4% | +14.4% |
| 1Y | +40.2% | +6.7% | +33.5% | +36.6% |
| 3Y | +249.6% | +60.4% | +189.2% | +203.4% |
| All | +224.1% | +71.9% | +152.2% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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