+285.7%
GDXJ vs DHI
+21.1%
+264.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.7% | +0.7% |
| 7D | -2.8% | -3.4% | +0.6% | -2.1% |
| 30D | +5.0% | -5.4% | +10.4% | +6.2% |
| 3M | +24.1% | -10.4% | +34.5% | +26.7% |
| 6M | -7.4% | -2.8% | -4.6% | -7.1% |
| YTD | +10.2% | -3.4% | +13.6% | +10.4% |
| 1Y | +42.5% | -22.9% | +65.4% | +48.0% |
| 3Y | +285.7% | +20.7% | +265.0% | +239.1% |
| All | +285.7% | +21.1% | +264.7% | +239.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling