+233.6%
GDX vs HON
+2.6%
+231.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.7% |
| 7D | +1.9% | -0.6% | +2.4% | +2.1% |
| 30D | +9.9% | -15.4% | +25.3% | +17.3% |
| 3M | +28.2% | -9.1% | +37.3% | +32.6% |
| 6M | -2.9% | -17.1% | +14.2% | +4.0% |
| YTD | +16.0% | +1.5% | +14.5% | +16.2% |
| 1Y | +49.9% | -1.3% | +51.2% | +51.3% |
| 3Y | +263.6% | +19.5% | +244.0% | +232.6% |
| 5Y | +233.6% | +3.1% | +230.5% | +212.9% |
| All | +233.6% | +2.6% | +231.0% | +212.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling