+6.2%
HD vs GDXJ
+229.7%
-223.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.4% | -1.2% |
| 7D | -1.8% | +0.9% | -2.7% | -1.9% |
| 30D | -10.8% | +8.8% | -19.7% | -11.9% |
| 3M | -2.7% | +29.8% | -32.5% | -6.1% |
| 6M | -10.3% | -5.8% | -4.5% | -10.4% |
| YTD | -7.8% | +13.6% | -21.4% | -10.5% |
| 1Y | -23.1% | +54.5% | -77.6% | -28.7% |
| 3Y | +2.0% | +301.4% | -299.4% | -20.4% |
| 5Y | +6.2% | +236.3% | -230.1% | -17.8% |
| All | +6.2% | +229.7% | -223.5% | -17.8% |
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