-5.8%
GDXJ vs HCA
-20.3%
+14.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.9% | -3.6% | +0.7% |
| 7D | +0.9% | +4.9% | -4.0% | +0.3% |
| 30D | +8.8% | +1.9% | +6.9% | +8.4% |
| 3M | +29.8% | +12.7% | +17.1% | +27.9% |
| 6M | -5.8% | -22.3% | +16.5% | +13.3% |
| All | -5.8% | -20.3% | +14.5% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 6mo: compounded portfolio wealth divided by compounded HCA 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…
6mo analysis · Full analysis span regression · 6 months rolling