+291.1%
GDXJ vs AHR
+360.2%
-69.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.1% |
| 7D | -6.2% | -3.0% | -3.2% | -5.5% |
| 30D | +4.6% | +2.6% | +2.0% | +3.9% |
| 3M | +31.3% | +16.0% | +15.2% | +25.5% |
| 6M | -10.7% | +3.1% | -13.8% | -11.5% |
| YTD | +9.1% | +16.0% | -7.0% | +4.0% |
| 1Y | +44.1% | +28.0% | +16.2% | +32.4% |
| All | +291.1% | +360.2% | -69.1% | +157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling