+285.7%
GDXJ vs HBAN
+74.3%
+211.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.9% |
| 7D | -2.8% | -1.0% | -1.8% | -2.6% |
| 30D | +5.0% | -5.6% | +10.6% | +6.1% |
| 3M | +24.1% | -1.1% | +25.2% | +24.2% |
| 6M | -7.4% | +9.9% | -17.2% | -9.0% |
| YTD | +10.2% | -0.9% | +11.2% | +9.4% |
| 1Y | +42.5% | -1.4% | +43.9% | +41.3% |
| 3Y | +285.7% | +78.2% | +207.5% | +213.0% |
| All | +285.7% | +74.3% | +211.4% | +213.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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