+213.5%
GDX vs HD
+30.7%
+182.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.7% |
| 7D | -4.6% | -0.5% | -4.1% | -4.4% |
| 30D | -6.2% | +18.5% | -24.7% | -11.3% |
| 3M | -10.0% | +2.2% | -12.2% | -10.9% |
| 6M | -15.8% | +13.8% | -29.6% | -19.3% |
| YTD | -4.6% | +3.4% | -8.0% | -6.1% |
| 1Y | +4.0% | -3.5% | +7.5% | +3.9% |
| All | +213.5% | +30.7% | +182.8% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 3y: compounded portfolio wealth divided by compounded HD 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…
3y analysis · Full analysis span regression · 6 months rolling