+21.8%
GDXJ vs HUM
+51.1%
-29.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.1% | +9.7% | +9.6% |
| 7D | -0.2% | +1.6% | -1.7% | -0.2% |
| 30D | -7.6% | +3.5% | -11.1% | -7.8% |
| 3M | +2.3% | +15.5% | -13.2% | +2.1% |
| 6M | -7.8% | +76.2% | -84.0% | -7.6% |
| YTD | -8.4% | +64.5% | -72.9% | -10.1% |
| 1Y | +21.8% | +50.0% | -28.2% | +19.3% |
| All | +21.8% | +51.1% | -29.3% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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