+285.7%
GDXJ vs MOH
-36.3%
+322.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +1.1% |
| 7D | -2.8% | +1.7% | -4.5% | -2.8% |
| 30D | +5.0% | -0.9% | +5.8% | +5.0% |
| 3M | +24.1% | +5.7% | +18.4% | +24.3% |
| 6M | -7.4% | +39.1% | -46.5% | -6.5% |
| YTD | +10.2% | +17.7% | -7.5% | +11.0% |
| 1Y | +42.5% | +8.4% | +34.2% | +43.4% |
| 3Y | +285.7% | -36.6% | +322.3% | +265.5% |
| All | +285.7% | -36.3% | +322.0% | +265.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 3y: compounded portfolio wealth divided by compounded MOH 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…
3y analysis · Full analysis span regression · 6 months rolling