+74.5%
GDXJ vs MOH
+1,320.2%
-1,245.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +0.9% |
| 7D | -2.8% | +1.7% | -4.5% | -2.9% |
| 30D | +5.0% | -0.9% | +5.8% | +5.0% |
| 3M | +24.1% | +5.7% | +18.4% | +23.3% |
| 6M | -7.4% | +39.1% | -46.5% | -10.2% |
| YTD | +10.2% | +17.7% | -7.5% | +7.7% |
| 1Y | +42.5% | +8.4% | +34.2% | +39.8% |
| 3Y | +285.7% | -36.6% | +322.3% | +289.3% |
| 5Y | +231.9% | -19.1% | +250.9% | +224.8% |
| 10Y | +230.0% | +262.8% | -32.8% | +163.0% |
| All | +74.5% | +1,320.2% | -1,245.7% | -20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling