+44.1%
GDXJ vs HWM
+26.9%
+17.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.1% |
| 7D | -6.2% | -12.5% | +6.3% | -0.8% |
| 30D | +4.6% | -19.0% | +23.6% | +14.3% |
| 3M | +31.3% | -8.6% | +39.9% | +33.2% |
| 6M | -10.7% | -10.2% | -0.5% | -9.5% |
| YTD | +9.1% | +11.3% | -2.3% | +3.6% |
| 1Y | +44.1% | +24.3% | +19.9% | +31.9% |
| All | +44.1% | +26.9% | +17.2% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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