+233.6%
GDX vs HRB
+104.8%
+128.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.1% |
| 7D | +1.9% | -10.6% | +12.5% | +2.1% |
| 30D | +9.9% | -0.8% | +10.7% | +10.0% |
| 3M | +28.2% | +19.1% | +9.1% | +27.9% |
| 6M | -2.9% | +48.7% | -51.6% | -4.0% |
| YTD | +16.0% | +7.1% | +8.9% | +16.9% |
| 1Y | +49.9% | -8.3% | +58.2% | +52.9% |
| 3Y | +263.6% | +25.8% | +237.7% | +257.2% |
| 5Y | +233.6% | +111.1% | +122.5% | +219.8% |
| All | +233.6% | +104.8% | +128.7% | +219.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling