+21.8%
GDXJ vs XHB
+5.8%
+16.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.4% | +4.2% | +5.7% |
| 7D | -0.2% | +9.7% | -9.9% | -6.5% |
| 30D | -7.6% | +11.7% | -19.2% | -14.7% |
| 3M | +2.3% | -1.4% | +3.6% | +3.2% |
| 6M | -7.8% | +6.8% | -14.6% | -12.6% |
| YTD | -8.4% | +5.5% | -13.9% | -11.7% |
| 1Y | +21.8% | +5.1% | +16.6% | +17.9% |
| All | +21.8% | +5.8% | +16.0% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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