+18.7%
HPQ vs GDXJ
+58.9%
-40.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.5% | +4.7% | +2.3% |
| 7D | +6.9% | +0.2% | +6.8% | +6.9% |
| 30D | +14.4% | +17.9% | -3.4% | +13.5% |
| 3M | +25.6% | +15.3% | +10.3% | +24.8% |
| 6M | +75.0% | -9.4% | +84.5% | +76.0% |
| YTD | +50.7% | +13.4% | +37.3% | +46.3% |
| 1Y | +18.7% | +59.7% | -41.0% | +6.7% |
| All | +18.7% | +58.9% | -40.3% | +6.7% |
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