+47.4%
GDX vs HWM
+30.1%
+17.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -10.7% | +9.8% | +3.4% |
| 7D | +4.0% | -9.2% | +13.1% | +7.6% |
| 30D | +9.5% | -17.9% | +27.3% | +17.9% |
| 3M | +25.1% | -6.0% | +31.1% | +24.9% |
| 6M | -2.9% | -7.4% | +4.4% | -2.9% |
| YTD | +14.7% | +13.1% | +1.6% | +8.3% |
| 1Y | +47.4% | +29.3% | +18.1% | +33.1% |
| All | +47.4% | +30.1% | +17.3% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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