+297.5%
GDXJ vs PH
+137.6%
+159.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.6% |
| 7D | +0.9% | 0.0% | +0.9% | +0.9% |
| 30D | +8.8% | -10.3% | +19.1% | +12.5% |
| 3M | +29.8% | +5.1% | +24.8% | +27.6% |
| 6M | -5.8% | +2.3% | -8.1% | -6.8% |
| YTD | +13.6% | +8.7% | +4.9% | +11.0% |
| 1Y | +54.5% | +26.8% | +27.7% | +45.6% |
| All | +297.5% | +137.6% | +159.9% | +210.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling