+51.1%
GDXJ vs HTZ
-59.8%
+110.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | -0.6% |
| 7D | +4.3% | -2.5% | +6.8% | +4.6% |
| 30D | +8.4% | -3.7% | +12.2% | +8.4% |
| 3M | +25.5% | -57.0% | +82.5% | +34.1% |
| 6M | -6.3% | -47.0% | +40.6% | -0.1% |
| YTD | +12.1% | -57.5% | +69.6% | +20.1% |
| 1Y | +51.1% | -63.5% | +114.5% | +66.9% |
| All | +51.1% | -59.8% | +110.9% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 1y: compounded portfolio wealth divided by compounded HTZ 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…
1y analysis · Full analysis span regression · 6 months rolling