+1,674.0%
HD vs GDXJ
+75.7%
+1,598.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.1% |
| 7D | -2.1% | +0.2% | -2.2% | -2.1% |
| 30D | -8.4% | +17.9% | -26.3% | -9.6% |
| 3M | +4.3% | +15.3% | -11.0% | +2.9% |
| 6M | -11.1% | -9.4% | -1.7% | -11.0% |
| YTD | -4.7% | +13.4% | -18.1% | -6.3% |
| 1Y | -19.8% | +59.7% | -79.5% | -23.3% |
| 3Y | +4.1% | +283.6% | -279.5% | -7.6% |
| 5Y | +10.3% | +217.6% | -207.3% | -1.9% |
| 10Y | +203.2% | +225.7% | -22.5% | +165.3% |
| All | +1,674.0% | +75.7% | +1,598.4% | +1,463.6% |
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