+54.8%
GDX vs HRB
+1.1%
+53.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.8% | -2.8% |
| 7D | -0.4% | -5.7% | +5.3% | -1.2% |
| 30D | +18.6% | +7.9% | +10.7% | +20.5% |
| 3M | +14.9% | +32.1% | -17.2% | +21.8% |
| 6M | -6.3% | +62.2% | -68.5% | +3.2% |
| YTD | +15.7% | +16.4% | -0.7% | +13.0% |
| 1Y | +54.8% | -0.3% | +55.1% | +40.7% |
| All | +54.8% | +1.1% | +53.8% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling