+211.8%
GDXJ vs THC
+1,021.1%
-809.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.8% |
| 7D | -6.2% | 0.0% | -6.2% | -6.2% |
| 30D | +4.6% | +1.5% | +3.1% | +4.4% |
| 3M | +31.3% | +59.9% | -28.6% | +25.3% |
| 6M | -10.7% | +11.0% | -21.6% | -11.9% |
| YTD | +9.1% | +32.6% | -23.5% | +5.6% |
| 1Y | +44.1% | +37.4% | +6.7% | +38.9% |
| 3Y | +285.4% | +252.5% | +32.8% | +238.8% |
| 5Y | +228.4% | +262.3% | -34.0% | +183.1% |
| All | +211.8% | +1,021.1% | -809.3% | +148.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling