+291.4%
HL vs GDXJ
+69.0%
+222.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | +0.1% |
| 7D | -5.6% | -6.2% | +0.6% | +0.9% |
| 30D | +12.7% | +4.6% | +8.1% | +8.1% |
| 3M | +42.5% | +31.3% | +11.3% | +8.3% |
| 6M | -9.0% | -10.7% | +1.7% | +2.5% |
| YTD | +4.4% | +9.1% | -4.7% | -2.7% |
| 1Y | +82.7% | +44.1% | +38.5% | +30.3% |
| 3Y | +406.3% | +285.4% | +120.9% | +40.7% |
| 5Y | +238.2% | +228.4% | +9.8% | +16.2% |
| 10Y | +268.9% | +226.5% | +42.3% | +38.3% |
| All | +291.4% | +69.0% | +222.4% | +145.8% |
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 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