+19.1%
GDXJ vs JHX
+53.7%
-34.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +2.2% |
| 7D | +3.8% | +6.4% | -2.6% | +0.3% |
| 30D | -7.7% | +12.3% | -20.0% | -13.6% |
| 3M | -4.3% | +1.1% | -5.3% | -5.1% |
| 6M | -7.4% | +42.2% | -49.6% | -24.4% |
| YTD | -7.9% | +38.1% | -46.0% | -21.2% |
| 1Y | +19.1% | +54.9% | -35.8% | +0.3% |
| All | +19.1% | +53.7% | -34.6% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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