+228.4%
GDXJ vs HDB
-38.6%
+267.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.7% |
| 7D | -6.2% | -6.2% | 0.0% | -4.4% |
| 30D | +4.6% | -6.2% | +10.9% | +6.6% |
| 3M | +31.3% | -5.9% | +37.1% | +33.1% |
| 6M | -10.7% | -25.9% | +15.2% | -3.1% |
| YTD | +9.1% | -40.2% | +49.3% | +24.6% |
| 1Y | +44.1% | -38.0% | +82.1% | +62.7% |
| 3Y | +285.4% | -30.5% | +315.9% | +315.6% |
| 5Y | +228.4% | -38.1% | +266.5% | +253.6% |
| All | +228.4% | -38.6% | +267.0% | +253.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling