+228.4%
GDXJ vs HSY
+12.8%
+215.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.2% | -4.2% |
| 7D | -6.2% | -0.4% | -5.8% | -6.2% |
| 30D | +4.6% | -3.4% | +8.1% | +5.1% |
| 3M | +31.3% | -0.5% | +31.8% | +31.2% |
| 6M | -10.7% | -19.1% | +8.5% | -7.9% |
| YTD | +9.1% | -2.1% | +11.1% | +9.2% |
| 1Y | +44.1% | -3.2% | +47.4% | +44.4% |
| 3Y | +285.4% | -8.8% | +294.2% | +289.2% |
| 5Y | +228.4% | +13.0% | +215.4% | +207.9% |
| All | +228.4% | +12.8% | +215.6% | +207.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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