+259.7%
GDX vs HRB
+28.7%
+231.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.5% | +5.6% | -1.1% |
| 7D | +4.0% | -9.1% | +13.0% | +3.7% |
| 30D | +9.5% | +0.3% | +9.2% | +9.7% |
| 3M | +25.1% | +23.4% | +1.7% | +26.6% |
| 6M | -2.9% | +45.1% | -48.1% | -1.2% |
| YTD | +14.7% | +8.9% | +5.9% | +17.5% |
| 1Y | +47.4% | -7.9% | +55.3% | +52.8% |
| 3Y | +259.7% | +27.9% | +231.8% | +255.4% |
| All | +259.7% | +28.7% | +231.0% | +255.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling