+79.5%
GDXJ vs HDB
+307.5%
-228.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +0.2% | +0.4% | -0.3% | 0.0% |
| 30D | +17.9% | -2.8% | +20.7% | +18.8% |
| 3M | +15.3% | -3.5% | +18.8% | +16.2% |
| 6M | -9.4% | -24.7% | +15.3% | -1.7% |
| YTD | +13.4% | -36.6% | +50.0% | +29.1% |
| 1Y | +59.7% | -34.4% | +94.0% | +79.5% |
| 3Y | +283.6% | -24.4% | +308.0% | +308.0% |
| 5Y | +217.6% | -35.4% | +253.0% | +247.7% |
| 10Y | +225.7% | +39.5% | +186.1% | +162.3% |
| All | +79.5% | +307.5% | -228.0% | -17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling