+68.3%
HAL vs GDXJ
+58.9%
+9.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.6% |
| 7D | +2.9% | +0.2% | +2.8% | +2.9% |
| 30D | +17.0% | +17.9% | -0.8% | +17.6% |
| 3M | -9.7% | +15.3% | -25.0% | -8.9% |
| 6M | +8.6% | -9.4% | +18.1% | +9.2% |
| YTD | +33.0% | +13.4% | +19.6% | +37.3% |
| 1Y | +68.3% | +59.7% | +8.7% | +79.2% |
| All | +68.3% | +58.9% | +9.4% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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