+77.5%
GDXJ vs HRB
+345.4%
-267.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.5% | +5.3% | -0.5% |
| 7D | +4.3% | -9.1% | +13.4% | +5.3% |
| 30D | +8.4% | +0.3% | +8.2% | +8.3% |
| 3M | +25.5% | +23.4% | +2.1% | +22.3% |
| 6M | -6.3% | +45.1% | -51.5% | -10.9% |
| YTD | +12.1% | +8.9% | +3.2% | +10.0% |
| 1Y | +51.1% | -7.9% | +59.0% | +51.1% |
| 3Y | +296.1% | +27.9% | +268.1% | +275.8% |
| 5Y | +228.1% | +108.3% | +119.8% | +188.9% |
| 10Y | +211.8% | +208.4% | +3.4% | +150.3% |
| All | +77.5% | +345.4% | -267.9% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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