+21.8%
GDXJ vs DHI
+9.6%
+12.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.1% | +1.5% | +6.7% |
| 7D | -0.2% | +9.8% | -10.0% | -3.4% |
| 30D | -7.6% | +17.8% | -25.4% | -13.0% |
| 3M | +2.3% | +4.7% | -2.4% | +0.1% |
| 6M | -7.8% | +10.0% | -17.9% | -11.3% |
| YTD | -8.4% | +10.0% | -18.4% | -13.0% |
| 1Y | +21.8% | +9.1% | +12.7% | +16.3% |
| All | +21.8% | +9.6% | +12.2% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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