+77.5%
GDXJ vs PH
+2,105.6%
-2,028.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | +4.3% | +0.4% | +3.9% | +4.2% |
| 30D | +8.4% | -10.8% | +19.2% | +12.4% |
| 3M | +25.5% | +8.5% | +17.1% | +22.1% |
| 6M | -6.3% | +3.9% | -10.3% | -7.6% |
| YTD | +12.1% | +9.4% | +2.7% | +8.9% |
| 1Y | +51.1% | +26.8% | +24.3% | +39.8% |
| 3Y | +296.1% | +140.8% | +155.3% | +191.0% |
| 5Y | +228.1% | +253.8% | -25.7% | +108.6% |
| 10Y | +211.8% | +792.3% | -580.5% | +28.4% |
| All | +77.5% | +2,105.6% | -2,028.2% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PH 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling