+59.7%
GDXJ vs XHB
-9.3%
+68.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -3.1% |
| 7D | +0.2% | -1.3% | +1.5% | +1.0% |
| 30D | +17.9% | -6.9% | +24.7% | +23.1% |
| 3M | +15.3% | -1.3% | +16.6% | +15.8% |
| 6M | -9.4% | -6.8% | -2.7% | -8.4% |
| YTD | +13.4% | +0.7% | +12.7% | +13.4% |
| 1Y | +59.7% | -11.2% | +70.9% | +64.6% |
| All | +59.7% | -9.3% | +68.9% | +64.6% |
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