+221.5%
GDXJ vs HDB
-7.5%
+229.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -8.1% | +2.7% | -10.8% | -9.0% |
| 30D | -5.5% | +14.1% | -19.6% | -10.0% |
| 3M | -14.6% | +11.8% | -26.4% | -18.1% |
| 6M | -23.2% | +8.2% | -31.4% | -25.8% |
| YTD | -13.0% | -29.3% | +16.3% | -4.9% |
| 1Y | +2.8% | -28.8% | +31.5% | +11.9% |
| 3Y | +221.5% | -7.5% | +228.9% | +234.7% |
| All | +221.5% | -7.5% | +229.0% | +234.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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