+702.0%
HON vs GDXJ
+69.0%
+633.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.6% | -0.9% |
| 7D | -2.6% | -6.2% | +3.6% | -2.0% |
| 30D | -11.9% | +4.6% | -16.5% | -12.4% |
| 3M | -6.1% | +31.3% | -37.3% | -9.0% |
| 6M | -19.2% | -10.7% | -8.5% | -18.8% |
| YTD | +0.2% | +9.1% | -8.9% | -1.7% |
| 1Y | -1.5% | +44.1% | -45.6% | -6.3% |
| 3Y | +17.9% | +285.4% | -267.4% | +0.3% |
| 5Y | +1.9% | +228.4% | -226.4% | -13.1% |
| 10Y | +135.2% | +226.5% | -91.4% | +93.6% |
| All | +702.0% | +69.0% | +633.0% | +569.9% |
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