+291.6%
GDX vs HON
+136.7%
+154.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.1% | -3.1% |
| 7D | -5.4% | -2.6% | -2.8% | -4.8% |
| 30D | +6.6% | -11.9% | +18.4% | +9.9% |
| 3M | +30.1% | -6.1% | +36.2% | +32.0% |
| 6M | -7.1% | -19.2% | +12.1% | -2.3% |
| YTD | +12.0% | +0.2% | +11.8% | +12.6% |
| 1Y | +41.2% | -1.5% | +42.7% | +42.3% |
| 3Y | +251.0% | +17.9% | +233.0% | +238.0% |
| 5Y | +226.7% | +1.9% | +224.8% | +221.0% |
| All | +291.6% | +136.7% | +154.9% | +247.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 10y: compounded portfolio wealth divided by compounded HON 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…
10y analysis · Full analysis span regression · 6 months rolling