+21.8%
GDXJ vs HUBB
-4.0%
+25.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.5% | +12.1% | +10.8% |
| 7D | -0.2% | +0.2% | -0.4% | -0.5% |
| 30D | -7.6% | -8.8% | +1.2% | -3.6% |
| 3M | +2.3% | -12.5% | +14.7% | +8.9% |
| 6M | -7.8% | -14.5% | +6.7% | -1.6% |
| YTD | -8.4% | -0.4% | -7.9% | -10.4% |
| 1Y | +21.8% | -3.4% | +25.2% | +22.7% |
| All | +21.8% | -4.0% | +25.8% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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