+111.9%
HAL vs GDXJ
+229.7%
-117.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.6% |
| 7D | -1.3% | +0.9% | -2.3% | -1.5% |
| 30D | +10.9% | +8.8% | +2.1% | +8.9% |
| 3M | -5.8% | +29.8% | -35.7% | -11.3% |
| 6M | +8.1% | -5.8% | +13.9% | +8.0% |
| YTD | +33.2% | +13.6% | +19.6% | +25.7% |
| 1Y | +74.2% | +54.5% | +19.7% | +48.8% |
| 3Y | -3.7% | +301.4% | -305.1% | -42.8% |
| 5Y | +111.9% | +236.3% | -124.5% | +35.3% |
| All | +111.9% | +229.7% | -117.8% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling