+150.7%
GDX vs HD
+5.7%
+145.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.3% |
| 7D | -6.8% | +1.5% | -8.3% | -7.2% |
| 30D | -2.1% | +18.0% | -20.1% | -7.1% |
| 3M | -7.5% | +2.8% | -10.3% | -8.4% |
| 6M | -15.2% | +17.0% | -32.1% | -19.3% |
| YTD | -4.8% | +3.5% | -8.3% | -6.2% |
| 1Y | +6.7% | -2.6% | +9.3% | +6.8% |
| 3Y | +212.7% | +30.7% | +182.0% | +180.4% |
| All | +150.7% | +5.7% | +145.0% | +118.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling