+133.9%
HL vs GDXJ
+58.9%
+74.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | +0.3% |
| 7D | +1.5% | +0.2% | +1.3% | +1.3% |
| 30D | +25.1% | +17.9% | +7.2% | +4.0% |
| 3M | +22.9% | +15.3% | +7.6% | +5.0% |
| 6M | -4.9% | -9.4% | +4.5% | +8.2% |
| YTD | +7.8% | +13.4% | -5.6% | -8.2% |
| 1Y | +133.9% | +59.7% | +74.2% | +33.7% |
| All | +133.9% | +58.9% | +74.9% | +33.7% |
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