+27.5%
HAL vs GDXJ
-0.6%
+28.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.1% |
| 7D | +6.1% | -8.1% | +14.2% | +6.2% |
| 30D | +2.9% | -5.5% | +8.4% | +3.1% |
| 3M | +3.3% | -14.6% | +17.9% | +3.8% |
| 6M | -16.9% | -23.2% | +6.3% | -15.6% |
| YTD | +21.2% | -13.0% | +34.2% | +19.7% |
| 1Y | +27.5% | +2.8% | +24.8% | +21.0% |
| All | +27.5% | -0.6% | +28.2% | +21.0% |
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