+44.1%
GDXJ vs PH
+24.6%
+19.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.1% |
| 7D | -6.2% | -3.1% | -3.1% | -4.6% |
| 30D | +4.6% | -11.8% | +16.4% | +11.6% |
| 3M | +31.3% | +6.9% | +24.3% | +24.9% |
| 6M | -10.7% | -1.3% | -9.4% | -12.1% |
| YTD | +9.1% | +7.0% | +2.1% | +7.3% |
| 1Y | +44.1% | +23.1% | +21.0% | +45.5% |
| All | +44.1% | +24.6% | +19.6% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling