+59.7%
GDXJ vs HUM
+31.0%
+28.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.5% |
| 7D | +0.2% | +4.2% | -4.0% | +0.2% |
| 30D | +17.9% | +10.4% | +7.5% | +18.1% |
| 3M | +15.3% | +15.1% | +0.2% | +15.8% |
| 6M | -9.4% | +120.9% | -130.4% | -8.0% |
| YTD | +13.4% | +57.9% | -44.5% | +13.0% |
| 1Y | +59.7% | +30.6% | +29.1% | +58.4% |
| All | +59.7% | +31.0% | +28.6% | +58.4% |
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