+263.6%
GDX vs PH
+142.4%
+121.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -0.4% | -3.1% | +2.7% | +0.4% |
| 30D | +18.6% | -3.2% | +21.9% | +19.4% |
| 3M | +14.9% | +10.6% | +4.3% | +11.6% |
| 6M | -6.3% | -2.1% | -4.1% | -6.4% |
| YTD | +15.7% | +10.2% | +5.5% | +13.2% |
| 1Y | +54.8% | +28.2% | +26.6% | +47.4% |
| All | +263.6% | +142.4% | +121.1% | +196.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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