+1,841.2%
HD vs GDXJ
+42.3%
+1,799.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.2% |
| 7D | -1.2% | +0.3% | -1.4% | -1.2% |
| 30D | +20.9% | -7.4% | +28.3% | +21.5% |
| 3M | -0.2% | -11.9% | +11.7% | +0.6% |
| 6M | +14.5% | -19.3% | +33.8% | +15.8% |
| YTD | +4.3% | -8.1% | +12.5% | +4.0% |
| 1Y | -3.5% | +9.1% | -12.5% | -5.0% |
| 3Y | +30.1% | +236.2% | -206.1% | +16.6% |
| 5Y | +8.5% | +136.3% | -127.9% | -1.6% |
| 10Y | +245.3% | +256.9% | -11.6% | +203.3% |
| All | +1,841.2% | +42.3% | +1,799.0% | +1,636.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling