+238.4%
GDX vs HPQ
+37.8%
+200.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.9% | -3.8% | +0.5% |
| 7D | +1.9% | +2.2% | -0.3% | +1.6% |
| 30D | +9.9% | +9.7% | +0.2% | +8.4% |
| 3M | +28.2% | +32.7% | -4.5% | +23.0% |
| 6M | -2.9% | +77.7% | -80.6% | -11.6% |
| YTD | +16.0% | +51.0% | -35.0% | +8.3% |
| 1Y | +49.9% | +18.4% | +31.5% | +45.1% |
| 3Y | +263.6% | +25.6% | +238.0% | +238.6% |
| All | +238.4% | +37.8% | +200.7% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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