+246.3%
HPE vs GDXJ
+281.5%
-35.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.0% | -2.3% | -5.5% |
| 7D | +1.4% | -6.2% | +7.7% | +2.7% |
| 30D | +1.5% | +4.6% | -3.1% | +0.6% |
| 3M | +21.7% | +31.3% | -9.5% | +15.1% |
| 6M | +164.2% | -10.7% | +174.8% | +164.2% |
| YTD | +132.1% | +9.1% | +123.0% | +124.3% |
| 1Y | +130.6% | +44.1% | +86.5% | +111.7% |
| All | +246.3% | +281.5% | -35.1% | +157.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling